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Invoicing - global sequencing
I want to adopt the global invoice number and sequencing. If I want my next invoice to be 100275 and the one after to automatically be 100276, how do I do it?
I’m unsure
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Inappropriate?Hi Rich
FreeAgent now uses global invoice number sequencing as the default, so to achieve this sequence you just need to create a new invoice and set it's Invoice Reference value to 100275. Once you've done this, all subsequent invoices, regardless of Client and Project, will follow in the sequence, e.g. 100276, 100277 and so on.
Let me know how you get on.
I’m confident
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this answers the question
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Inappropriate?Is there any way to append a suffix to an invoice... all my 08 invoices are xxxx08 for example and don't really want to start with a different numbering scheme...
I’m a pain in the a**e
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Inappropriate?@djwhisky:
It is possible to add a suffix, but not a numeric one unfortunately. FreeAgent automatically increments the last number it finds in an invoice sequence, so in your case this numeric suffix will always be incremented. If you had an alphabetic suffix, FreeAgent would handle this without problem.
For example, if you created your first invoice as INV-001/SUFFIX, subsequent invoices would be generated as INV-002/SUFFIX, INV-003/SUFFIX. -
Inappropriate?Hmm yeah I can see your problem there... it would be hard to pickup what was the actual invoice number and what was the suffix, unless there was a separate global field somewhere that stored the current suffix...
I’m not sure what the next step is,.. I'm halfway through a numbering sequence and don't really want to change it!
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Inappropriate?@djwhisky:
I can see your frustration. Of course for now you can manually edit each reference every time you create an invoice to maintain your current sequence, but this is far from ideal.
We'll have a chat at FreeAgent Towers to see how we can make this easier for you and others using date-based suffixes like this (which presumably you're doing).
I’m confident
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Inappropriate?Thanks guys... you rock...!! If only i'd decided to do my invoices 08xxxx, things would be so much easier for everyone... ho hum!
I’m thankful that you're even considering my request!
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Inappropriate?Whisky
Getting a solution which is simple and also works for everyone is rather tricky.
The only option I can see -- without resorting to using macros in references -- for supporting your specific numbering scheme would be to allow you to explicitly define a suffix in your settings which gets stored with each invoice separate to the reference, but is displayed as if it was part of the reference itself in the GUI and on your invoices. As you might imagine this is more than a small change and adds another level of complexity to our invoice numbering.
Whilst I don't want to rule it out completely, I don't think we'll be able to support this in the short term, unless of course it becomes our number one most requested feature!
I’m always a bit frustrated when we can't give every user what they want!
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