more invoice auto numbering options must be implemented for same organization
we have 2 diferent kind of clients and services and they are marked with different simbol at invoice numbering (1-1-001 is one and 1-2-001 is secound). We would like thoose invoices to be separated for easier accunting laters ...
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Leon commented
Having the option to add a prefix to each individual client would be a huge help to me.
I strongly agree with Ryan's suggestion, and ideally I would like full control of the way my invoice numbers are generated, but I'll take the customer specific prefix as a big step in the right direction.
My ideal system, and the way I currently generate manual invoice numbers is as follows:
CST-170501
Where:
CST = Client specific prefix
17 = The current year
05 = The current month
01 = Incremental number. In this case the first invoice for that client in that month.With this system, I can tell, at a glance, who the customer is and how old (or overdue!) the invoice is.
E.g. with the following number, MWG-150305, I can tell I invoiced Midwest Grill in March two years ago and did at least five jobs for them that month.
This system is perfect for me as I am unlikely to invoice an individual customer more than 99 times in a single month. If other businesses are sending up to 999 invoices to each client, every month the incremental number could easily be increased to three digits.
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Anonymous commented
when using the invoice self generating number setting: this would be a great tool if one needs to apply different prefixes for different customers.
Example: we sell to store AA and BB so the invoice generator should allow for customization per client so that store AA always gets invoices numbered AA-xxxx and store BB always gets an invoice numbered BB-xxxxx -
Anonymous commented
I just join zoho invoice and I think these option would be great because I want also more customisation for the invoice number.
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Ryan commented
This is almost a requirement for me, otherwise it's difficult to manually keep track of this and set them manually. I'd like each client to have a field (could be an arbitrary label or custom token).
In the invoice auto-generator, add the option to include these tokens (similar to how address placeholders and other tokens work elsewhere on the site).
Ideally we could have an auto-increment for each client as well. My ideal setup would be something like this:
CLA-16-001
Where:
CLA = Custom Token for Client (Client A for example)
16 = Placeholder for current year
001 = Auto-increment ID, **specific to client**.It's important my clients have no insight into the total number of invoices I generate or have generated between 2 invoices to them!
The solution above would be ideal, but any step in this direction would be appreciated.
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Marc Burlace commented
there is currently no option to set prefix letters for a particular customer with the number of the invoice changing as they are created as recurring invoices. I have 37 customers who I would like to have a different prefix for.
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Mladen Obucar commented
definetely - this is a must have option if you have more branches, offices, different kind of clients or / and services and you wonna have nite bookeeping !