How to Create a New Fiscal Series in RoomRaccoon

RoomRaccoon provides all customers with a DEFAULT billing series corresponding to the corresponding fiscal year.

Example:

FR 2023/10

FR: Invoice-Receipt

Series: 2023

Sequential Number: 10

However, sometimes customers may need to have specific invoice series.

The most common example are customers with several RoomRaccoon accounts, allocated to the same company and NIPC. In these cases for example, they will always have to have one series per account in order to avoid duplications when exporting and uploading the SAFT file.

In these cases, these series must always be created before the end of the year and allocated to the new fiscal year, to ensure that they will be associated with the documents issued as of January 1st.

How do I add a new series

1. Go to the Settings menu in your RoomRaccoon account.

2. At the bottom of the page you will find a button Manage Invoice Series

3. Click on this button and you will access the page to manage your billing series. This is where you must add the new series (Ex: 2023RR) and click on the + button

4. You will then find this series at the bottom of the list below and must put a check in the ACTIVE box. You must also put the corresponding year in the box to the right and click SAVE YEAR.

5. Before the end of the year and only after issuing the last document of 2022, you must ensure that you change the tick in the STANDARD field to the new series so that all invoices issued from January 1, 2023, are already associated with the new billing series. In addition, remove the Active check in the 2022 series as well.

Good to know

• All invoice series should be associated with the Validation Code provided by the Tax Authority for generating ATCUD on the documents. For more on this click here to access our article on how to set up ATCUD in RoomRaccoon.

• If you have any further questions, do not hesitate to contact our support team via our ticketing centre.