Number series and document look

Number formats

Each project numbers its own documents. On Real estate › Projects › Edit, the Number formats section holds four blocks: Booking number, Application number, Invoice (demand) number and Receipt number. Each has a Prefix (up to 6 characters, for example E7P) and a Type label (up to 10, for example BKG, APP, INV, RCP); Zero padding sets 4, 5 or 6 digits for all four. The Preview shows the result: prefix and label run together, then the number, then the financial year, as in E7PRCP/00001/26-27.

• Application numbers are given when a booking form is first submitted; booking numbers at final approval. Both run on across years.
• Receipt numbers are given when accounts verifies the receipt, in verification order, and restart at 1 on 1 April (IST) in the year of the verification date.
• Demand letters and interest invoices share one series, numbered in the year the letter is raised, and restart on 1 April too.
• Numbers are unique across the company: if two projects would collide, the later one is moved to a prefix built from its initials.
• Admins, CRM and sales heads can change the formats; there is no company-wide numbering setting.

Company identity on documents

The same project form carries Company and tax identity (company name, GSTIN, PAN, CIN, state of supply, registered address) and the Collection account (account name, number, bank, IFSC). They print on every demand letter and receipt, and the state decides CGST + SGST or IGST on the letters.

Document look

1. On Projects, click the Document look action (the palette icon) on the project's row.
2. Upload the Logo, Signature and Stamp or seal (PNG or JPEG up to 300 KB), and name the Signatory and Title. Tick Receipts need two signatures to add a second signatory.
3. Set the Letterhead line, Accent colour, Footer line, Extra notes (one per line, added after the standard notes) and the Customer support phone and email. Tick Show the buyer's phone and email on documents if they should print.
4. Check Preview receipt, Preview demand letter and Preview statement, then Save, or tick Use these settings on all projects and Save to all.