Steps to Set Invoice Series for B2C and B2B Orders

Step 1: On the dashboard, click on the “Three dots aka meatball menu”

Step 2: Click on the “Account Settings” option

Once you click on the meatball menu, you will see the following fly-out menu:

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Here click on the “Account Settings” option. 

Step 3: Select “Finance Settings” option

Step 4: Record necessary information

Under the “Add Invoice Series” section fill in all the details. 

1. Financial Year- Select the financial year from the drop-down options. 

2. Description - Marketplace details and/or company details

3. Invoice Ending Number - Last invoice that was generated in EasyEcom for the selected financial year. 

4. Invoice Series Prefix- Enter the invoice series prefix 

5. Channels- Select all the sales channels for which you want to print invoices with the above mentioned details.
   In the case of B2B invoice series, select B2B sales channels or B2B customers that are added in Customer Master. 

Then click on “Save”. 

Note that, the system will create invoice series automatically in case they are not defined by the user. 

For all B2C orders invoice series will start with letter C, similarly B2B and STN order invoices will start with B and S respectively. The next two letters will be state codes. 

If multiple invoice series are created for a single state code, the system will add numeric value after state code. For example, BUP1, BUP2, etc. 

Steps to Update Invoice Series for B2C and B2B Orders

Step 1: Click on “Update”

On the Finance Settings page, go to the “ Invoice Group Setting” section and click on “Update” against the respective invoice series you want to update. 

Step 2: Update required details 

You can add / remove channels, edit invoice ending number and Invoice Series Prefix if required. 

Then click on “Update”.