Create a sales journal

Completing the page reliably

Check the active company or account before entering data. Complete required fields first, then review dates, amounts, references and selections that influence later processing. Inline validation explains which value is missing or invalid; correct that field before trying again. A disabled submit button usually means that required information is incomplete, invalid or still loading.

Submit only once and wait for the confirmation or the destination page. Repeated clicks can create duplicate work when the first request is still being processed. If saving fails, keep the entered values, read the message and correct only the indicated issue. After success, verify the resulting status or record before continuing with a dependent step.

Create a journal and define numbering for sales invoices and credit notes.

Journal number is the required recognisable name; Description explains its use. Configure required Invoice prefix and Invoice number length, plus required Credit-note prefix and length. Both lengths must be at least 1.

Review numbering before documents are created. Choose Save. The journal does not automatically become default.

Before saving

Choose a number that clearly identifies the journal to users entering sales journals. Description is internal guidance and is not automatically copied to documents. Prefixes and lengths should remain readable and unique as document volumes grow.

After Save, details opens and the journal becomes selectable. No sales journals are created or changed. On failure, input remains; check the required number and all prefixes and lengths. Billnado warns before leaving unsaved changes.

Frequently asked questions

A new journal cannot be made default in this form; save first and use Default on details. Description can be edited later.