How to Create a New Billing Book (Document Series)
Organize invoice issuance by document type and series, with independent numbering for each book.
Billing books (document series) let you organize invoice issuance by document type and series: for example, one book for invoices and a separate one for receipts, each with its own numbering. To create a new billing book, follow the steps below.
Step 1: Open Settings
From the top right of the screen, click the avatar and choose Settings.
Step 2: Go to Document Settings
Next, from the left, choose the Document Settings section.
Step 3: Find the Billing Books section
Scroll down until you see the Billing Books section.
Step 4: Add a new book
There, click the + you will see below the last registered book, so that a new book appears ready to fill in.
Step 5: Fill in the book's fields
Then, complete the required fields as follows:
- Name: Helps you tell apart multiple books of the same type. It does not appear on the issued document.
- Document Type: Choose the document type for this book.
- Series: Set a name for the book's series.
- Next Number: Set where the numbering starts. If you want to continue an existing series, enter the next number after the last document issued.
- Set as Default: Set your first preference if you have multiple books of the same type.
Step 6: Save
Finally, click the Save Changes button. The new book is now available whenever you issue documents.
Frequently asked questions
What is a billing book?
It is an issuing series for a specific document type, with its own series name and its own numbering. You can have multiple books, for example one for invoices and a separate one for receipts.
How do I continue the numbering from my previous invoicing software?
In the Next Number field, enter the number that follows the last document you issued, so the series continues without gaps. This way you can switch to Wrapp without any change to your numbering.
Can I have multiple books of the same document type?
Yes. You can create as many books as you like for the same type, each with a different series, and set one of them as your default with the Set as Default field.
Does the book name appear on the issued document?
No. The name is only there to help you tell your books apart. The document shows the series and the number, and Wrapp, an AADE-certified e-invoicing provider, transmits them automatically to myDATA, the Greek tax authority's platform.
Need help?
If you have a question about this topic or want to make sure everything is set up correctly, contact us and we will look at it together.