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Custom Invoice Numbering for Client

mark 2 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 2

I have a client that wants to have invoicing numbering that match their project numbering. They only have a single project per invoice. 


1) Any downside to doing this? It shouldn't be an issue for our accounting system.


2) How do I customize this in XTRF? Is this an easy change that I can do? Do I need a custom modification?


Thanks.

Hi Mark 
Multiple numbering schemes for client invoices in a built-in function in XTRF.

Ad1) I don't think it should be any problem, as long the client invoice ID is not used as a filter for any type of reporting, macros or data export (usually it's not).

Ad2) It should be easy to do and you should be able to do it yourself. First, you need to add a new client invoice numbering scheme. To do that go to the system configuration >Templates > Numbering schemes.
Then, click Add button to create new numbering scheme. Select the Client invoice numbering scheme type, give it a name and set up of the configuration according to the requirements. If you'll need any assistance setting up the rule I'm sure our Support will help you with that.
When the new numbering scheme is ready and tested, go to the profile of the Client who ordered it.
In the Main Data > Templates select the new invoice numbering scheme to be the default scheme for this client.


Best regards,

Marek