Question asked by Michael Joseph Wdowiak Beijer 8 years ago
Is it possible to have invoices for each Customer use their own numbering system? When I click to create an invoice, and then select a particular Customer, is there a way for the system to use the number that comes after the last invoice number for this particular Customer? It seems to be numbering all my invoices together, that is, disregarding particular Customers.
Michael
Invoices would generally run sequential as is happening, disregarding the customer. For your method to work, you'd also need a separate prefix for each invoice that relates to the specific customer or else you'd end up with duplicates.
I don't really use projects in CB, you may be able to achieve something in there, but it would probably be maintainable in the long run though.
Best answerThanks Kevin,
Do you happen to know how I can create a customer-specific prefix for each customer’s invoices? My customers generally expect to receive invoices like this:
INV_EASYTRAN_01, INV_EASYTRAN_02, INV_EASYTRAN_03, INV_EASYTRAN_04, etc.
Rather than: INV000012, INV000034, INV000040, INV000049, etc.
To be honest, I'm sort of surprised anyone would want to send a specific (regular) customer invoices that are not consecutively numbered.
Michael
You must 