Leon

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  1. credit card surcharge

    633 votes
    58 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    Leon supported this idea  · 

  2. more invoice auto numbering options must be implemented for same organization

    125 votes
    6 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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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.

    Leon supported this idea  · 

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