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.
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.