More customizable numbering for invoices/estimates
We do 5000+ jobs a year and therefore need a workable numbering system for tickets/estimates/invoices. We used to prefix a document with a capital letter for the type (T for ticket, I for invoice, and E for estimate). With this system we can only use numbers and therefore had to just start with a huge number.
We picked 140001 to start with (14 for 2014) but all our docs start with that. So, ticket 140001 pairs with estimate 140022 and invoice 140036. Very confusing to pick the right job document at a glance. It would be a very big improvement just to be able to call a ticket T140001 and estimate E140022...
So, what we'd like it an alpha numeric numbering system, or the ability to see a note on what type of doc it is at a glance.
For now we’re going to stick to sequential numeric invoice and estimate numbers since the system tends to keep straight what kind of document you’re looking at.
2 comments

Crystal commented
Is there a way to make the numbers stay the same for the Estimate and Invoice?

sales commented
I concur with Mike on this. The reality is that at this time, short of some odd numbering system, there is too much overlap possibilities with the current system. Would really like to see this enhancement soon.