Document progressive: the counter used in the document name

Goal

Understand what the “document progressive” is and manage its reset (automatic or manual), separately from the legal invoice number.

Prerequisites

• Access to Settings > Document progressive in the POP for Shopify app.

What it is

The document progressive is the counter used in the name of the XML/PDF file generated by POP — it is not the legal invoice number (for that, see shopify-invoice-numbering). It matters most for sending to SdI, which requires file names with ordered progressives; for PEPPOL it is not mandatory but it is still recommended to keep it ordered for administrative consistency.

Steps

In the Document progressive card:

1. Automatic reset at year change — if enabled, the counter restarts from 00001 on the first document generated in the following year.
2. Reset progressive now — immediate manual reset, useful after a migration or after testing in sandbox. Use it only after you have sent all the documents for the previous year.

The card always shows the current status (“Current state: year {year}, counter {counter}”) and the date of the last reset.

Verify

• After a manual reset, generate a new document and check that the counter in the file name restarts from 00001.
• With automatic reset enabled, verify that the first document generated in the new calendar year restarts from 00001 without manual action.

Common errors

• “Reset the document progressive for {year} in Settings before generating new files.” — POP blocks generation because the current year’s progressive has not yet been initialized/reset: go to Settings and run Reset progressive now.
• The progressive doesn’t reset in January — check that Automatic reset at year change is enabled; if disabled, the counter keeps incrementing past the year change.
• Confusion with the invoice number — if the number you see on the invoice doesn’t change after a reset here, you are probably looking for the wrong setting: the invoice number is configured separately in shopify-invoice-numbering.

Related configuration

See api/sdi for the file naming requirements required by the Sistema di Interscambio (SdI, Italy’s e-invoicing exchange system).