> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How To Create Transaction Series In invoicera.


**In Invoicera, the purpose of the Transaction Series is to help you organize and differentiate various types of financial documents (like invoices, estimates, purchase orders, etc.) by assigning custom serial formats. ****
This ensures clear tracking and avoids duplication.

Why it's useful:

* Separate series for different branches or departments.

* Easy identification of documents based on prefix or pattern.

* Helps in auditing, GST filing, and compliance (especially in India).

* Allows you to reset numbering (monthly, yearly, or custom).

Example:
Let’s say you have two branches:

Mumbai branch: Invoices can start as MUM/INV/001

Delhi branch: Invoices can start as DEL/INV/001

Each branch will have its own transaction series to keep things organized.

 **Steps to Create a Transaction Series in Invoicera**

### Step 1. Login to the application using valid credentials.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1w11cay.png)

### Step 2. From the left-side navigation panel, click on the “Transaction Series” module.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_119dkzj.png)


###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1vjb7zi.png)


### Step 3. Click on the “Transaction Series” tab.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_jajy7d.png)

### Step 4. Click the “Create Transaction Series” button.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_8wamwq.png)

### Step 5. Enter the required details in all the fields:
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_103d0if.png)

**Transaction Series Name**

**Invoice**

**Recurring Invoice**

**Credit Note**

**Purchase Order**

**Estimate**

**Proforma Invoice**

### Step 6. Click on the “Save” button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_zut7q.png)

### Step 7. The newly created Transaction Series will now be visible in the listing.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_oozuph.png)