Overview

The invoice number is a unique identifier for the invoice that usually have different legals obligations depending on the country.

In case in the applicable Country or sector the Invoice Number is not a critical part of the invoice you can set Invoice number as Auto Number using the standard Salesforce feature or setting any trigger or flow to set the number following your desired logic.

However, the usual scenario is that the Invoice Number is a critical part of the invoice and it has to follow a specific sequence and rules. In this case Wattyo includes the Sequence Manager which is a flexible and powerful tool that allows you to define the sequence of the invoice number and making sure you don’t have duplicated numbers or gaps between them.

You can access the Sequence Manager from the Wattyo Settings app.

Note that the Sequence Manage leverages on an external service that runs outside Salesforce. It can be host by Wattyo or directly on the customer infrastructure. The reason for this is that there is no way to guarantee the sequence of the numbers in Salesforce. This service doesn’t receive, process or store absolutely any data from your org / company, it only generates the sequences.