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invoice sequencing
Can you clarify once again how the invoice sequencing works?
I'm currently using the system XXXX01234
where XXXX represents an alphabetic client code, followed by the numeric sequence.
I have my system set to global sequencing - none of my client-level or project-level boxes are ticked.
if, for example, my previous invoice was numbered CLIENTA1234
when i make a new invoice, i get presented with the code CLIENTA1235
so numerically increased. and i can change the code to CLIENTB1235 and continue.
But does the global sequence ensure that the numeric part of the invoice is unique, across all invoices, or that the whole invoice code is unique?
It seems to be doing the latter, but I would assume that's how client level invoicing works.
is there a way to ensure there is a unique numeric part across all invoices?
I'm currently using the system XXXX01234
where XXXX represents an alphabetic client code, followed by the numeric sequence.
I have my system set to global sequencing - none of my client-level or project-level boxes are ticked.
if, for example, my previous invoice was numbered CLIENTA1234
when i make a new invoice, i get presented with the code CLIENTA1235
so numerically increased. and i can change the code to CLIENTB1235 and continue.
But does the global sequence ensure that the numeric part of the invoice is unique, across all invoices, or that the whole invoice code is unique?
It seems to be doing the latter, but I would assume that's how client level invoicing works.
is there a way to ensure there is a unique numeric part across all invoices?
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Inappropriate?Hi Toby
Apologies for the delay in responding. Our global invoice sequencing works by ensuring that the whole invoice code is unique. To guarantee that the numberic part is unique across all your invoices, at the present time you have to ensure that any prefix to the global sequence number is also unique, e.g. YOURCOMPANY-1234.
Unfortunately this won't work in your situation since your prefix changes depending upon client.
We'll have a think about this and see whether we can extend our sequencing logic to guarantee numeric uniqueness without adversely affecting existing customers. I'll report back here soon...
I’m confident
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Inappropriate?I'd like to be able to have a client specific identifier on the Invoice sequence number too. I would also like to be able to have a project level sequence identifier - so my invoices would be 1234-CLIENTA-001
(global sequence number - clientID - project level sequence).
Just to add another level of complication!
Actuallly, if there was just another field in the "Advanced Options" of the New invoice page that I could use to add my own manual notation of the project level sequence, that would satisfy me fine. I know there is the additional information field, but I'm already using that for further payment information. I would like the extra field to appear alongside the Other information.
I’m mischievous
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