View sales journals

Reading and using the overview

Wait until loading has finished before concluding that an item is missing. Use search, sorting and any available filters to narrow the result, and clear them again when the expected row is not shown. A total or counter applies to the current result set, not necessarily to all data.

Open the matching row only after checking its name, date, status and active work context. Actions may be hidden or disabled because of permissions, the current status, or because the selected context is already active. An empty overview can therefore mean that there are no records, that filters exclude them, or that your user has no access. Refresh once after a completed change; avoid repeating an action while the page is still processing it.

This page lists journals that group sales invoices and credit notes and determine numbering. The table shows Number, invoice and credit-note prefixes and Default. The default is suggested for new sales documents. View opens settings.

A non-default journal can be deleted after confirmation; the default is protected and linked documents may prevent deletion. Choose Add to configure a new journal and numbering.

Use and availability

These journals belong to the active administration. Default is proposed on new sales documents; users may choose another. Changing default does not move existing documents. Search uses the journal number; sort by number for a predictable order.

Delete opens confirmation and is disabled for the default sales journal. Linked data can also prevent deletion. On load failure, refresh and verify the active administration. An empty list means a journal must be created before preparing sales documents.

Frequently asked questions

The default cannot be deleted because a usable default is required. Make another journal default first. A new default affects future proposals only. Number prefixes are managed from journal details.