Marcus
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174 votes
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90 votesMarcus
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125 votesMarcus
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8 votes
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commented
Another great idea ignored by Zoho. Some context.
The problem with incremented numbers is that they don't do you any good when trying to manage invoice inventory. A macro-based auto gen system would actually be preferred vs. a straight over date stamp.
Example using my invoice numbering:
10{year,2}{day,2}{month,2}
Where "10" is a static value. The others are basically macros to work off of calendar events, and an integer to tell it how many digits from the right to use. So for an invoice generated today you would get:
10191608
And when I look at that number, I can see that it's a '10' invoice (where 10 might correlate to a customer ID or whatever), generated in 2019 on August 16th. That deals with the problem of different interval invoicing; my client now wants an invoice each week to correspond to timesheets, but another client may want monthly billing. Doing sequential numbering just doesn't make sense.
I would also point out that this is dirt stupid simple in Microsoft Excel formulas.
Marcus
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1 vote
An error occurred while saving the comment Marcus
commented
To add context since this great idea went ignored.
When dealing with invoicing there are two ways to deal with it: outstanding balance and transaction. The current product is apparently built to assume that you want outstanding balance invoicing - meaning "this bill is for what you owe to date including all unpaid previous invoices".
This is fine as an option, but when dealing with billable hours, clients want to know the exact date(s) they're being billed for. The current solution won't work "Up to ________" because they don't know the start date. We have to key that in manually.
An easy solution is to have two macros. One that does "Balance to Date", one that does true "Date Range" and let the user choose which they want to spit out.
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1 voteMarcus
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You guys will be waiting a long time. They're not prioritizing based on vote count.