How do I create layouts for financial documents?
In Univents you can configure the automatic number sequences for your financial documents and control the pricing condition defaults for your entire team under Settings > Documents.
In Univents you manage document numbers and the behaviour of the pricing condition popup directly under Settings > Documents. There you define an individual number prefix for each document type and configure how pricing condition surcharges are pre-filled when adding line items to a quote.
Configuring number sequences
Univents assigns document numbers following the pattern <Prefix><Year>-0001. In the Number Sequences section you define a separate prefix for each document type.
- Navigate to Settings > Documents.
- In the Number Sequences section you will see four fields: Quote, Invoice, Delivery Note, and Credit Note.
- Enter your desired prefix in the relevant fields (max. 12 characters). If you leave a field blank, the default applies:
ANG,RE,LS, orGSrespectively. - Below each field a preview shows the resulting number, e.g.
ANG2026-0001. - Click Save number sequences.
Only change the prefix at the start of your business or at the turn of the year to avoid gaps in existing number sequences.
Setting the pricing condition default
When you add line items to a quote, Univents can show a popup asking whether pricing condition surcharges should be applied. In the Pricing Condition Default section you configure how this popup is pre-filled for your entire team.
| Toggle | Effect |
|---|---|
| Apply pricing condition (default) | When adding a line item, "Apply pricing condition" is enabled by default in the popup. |
| Pricing condition in description (default) | Only visible when the first toggle is active. Displays the individual surcharges as separate line items in the quote. |
| Skip popup automatically | The popup does not appear at all — the configured defaults are applied directly. |
The toggles save immediately on change; no separate save button is required.
Frequently asked questions
What happens if I change the number sequence even though documents already exist? Existing documents keep their old numbers. New documents receive numbers with the new prefix, starting at 0001 for the current year.
Do I need to save the number sequences again after every change? Yes, the Number Sequences section has its own Save number sequences button. The pricing condition toggles, however, save immediately when switched.
Can I configure different settings for different document types? For the number prefix, yes — each of the four document types has its own field. For the pricing condition default, the settings apply uniformly across the entire team.