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How to associate default series in document types?


Settings - Document Series

Customer area

How to associate default series in document types?

In Moloni it is possible to apply a specific series to each type of document.

In addition to being able to define a default series for your company or per client, it’s possible to apply default series per document type.

Follow these steps:

1. Access the Settings > Documents > Main settings menu.

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2. Then click on the Default Document Series tab.

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3. Finally, select the series to assign to each type of document and click Save.

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Important:

The choice of series follows an order that is applied automatically.

List of priorities applied in the document series:

1. Series defined by default for a customer or supplier according to the type of document;

2. Series defined by default for a document type;

3. Series defined by default for the company;

4. The first of all document series.

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