document_series_create
Create a new document series with a unique prefix for invoices, proformas, credit notes, or delivery notes. Set the starting number and activate the series for immediate use.
Instructions
Create a new document series. The prefix must be unique per company and document type. Common patterns: "FAC" for invoices, "FAC2026" for annual series, "PRO" for proformas. Use currentNumber to set the starting number (default: 0, so first document gets number 1).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | Document type this series is for | |
| active | No | Whether the series is active and available for new documents (default: true) | |
| prefix | Yes | Series prefix (must be unique per company+type). Examples: "FAC", "FAC2026", "PRO", "AVZ" | |
| companyId | No | Company UUID override (uses active company if not set) | |
| currentNumber | No | Starting number — the last used number (default: 0, meaning next document gets 1) |