Document Series

The DocumentSeries object represents a numbering series for documents (invoices, proformas, credit notes, delivery notes). Each series has a prefix and maintains a sequential counter.

Attributes

Attribute	Type	Description
id	UUID	Unique identifier
prefix	string	Series prefix (e.g., "INV", "PRO", "CN", "DN")
currentNumber	integer	Current sequential number
type	string	Document type: invoice, proforma, credit_note, delivery_note
active	boolean	Whether this series is active and available for use
source	string	Source: manual, anaf, import
nextNumber	string	Virtual field: formatted next number (prefix + padded number)
createdAt	datetime	Timestamp when created
updatedAt	datetime	Timestamp of last update
deletedAt	datetime	Soft delete timestamp (null if not deleted)

Example

{
  "id": "f2a3b4c5-d6e7-8901-6789-012345678901",
  "prefix": "INV",
  "currentNumber": 125,
  "type": "invoice",
  "active": true,
  "source": "manual",
  "nextNumber": "INV-0126",
  "createdAt": "2024-01-01T10:00:00+02:00",
  "updatedAt": "2024-02-15T16:45:00+02:00",
  "deletedAt": null
}

Multiple Series Example

[
  {
    "id": "f2a3b4c5-d6e7-8901-6789-012345678901",
    "prefix": "INV",
    "currentNumber": 125,
    "type": "invoice",
    "active": true,
    "nextNumber": "INV-0126"
  },
  {
    "id": "a3b4c5d6-e7f8-9012-7890-123456789012",
    "prefix": "PRO",
    "currentNumber": 42,
    "type": "proforma",
    "active": true,
    "nextNumber": "PRO-0043"
  },
  {
    "id": "b4c5d6e7-f8a9-0123-8901-234567890123",
    "prefix": "CN",
    "currentNumber": 8,
    "type": "credit_note",
    "active": true,
    "nextNumber": "CN-0009"
  },
  {
    "id": "c5d6e7f8-a9b0-1234-9012-345678901234",
    "prefix": "DN",
    "currentNumber": 15,
    "type": "delivery_note",
    "active": true,
    "nextNumber": "DN-0016"
  },
  {
    "id": "d6e7f8a9-b0c1-2345-0123-456789012345",
    "prefix": "2023-INV",
    "currentNumber": 450,
    "type": "invoice",
    "active": false,
    "nextNumber": "2023-INV-0451"
  }
]

Document Types

invoice: Regular invoices
proforma: Proforma invoices (quotations)
credit_note: Credit notes
delivery_note: Delivery notes

Number Formatting

The nextNumber virtual field formats the next document number:

Combines prefix with currentNumber + 1
Numbers are zero-padded to 4 digits minimum
Examples:
- INV + 125 → INV-0126
- PRO + 5 → PRO-0006
- 2024-INV + 1234 → 2024-INV-1235

Common Series Patterns

By Year

2024-INV, 2024-PRO, 2024-CN - Reset numbering each year

By Type

INV - Regular invoices
PRO - Proformas
CN - Credit notes
DN - Delivery notes

By Purpose

INV-EXP - Export invoices
INV-RO - Domestic invoices
INV-EU - EU invoices

Notes

Only one series per type should be active: true at a time (or users select from multiple)
The currentNumber increments with each issued document
Inactive series (previous years) remain in system with active: false
source:
- manual - Created by user
- anaf - From ANAF configuration
- import - Bulk imported
Series can be soft-deleted but numbers cannot be reused
The system automatically locks and increments currentNumber to prevent duplicate numbers