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How can we improve the financials?

← Financials

Manually able to enter Invoice Number or Job number on Estimates/invoices

I would like to be able to manually enter job numbers on invoices and estimates approved. We give numbers for multiple locations so this causes and issue. It's creating an invoice number that isnt' "real" so our customers are confused.

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Shannon Colley shared this idea  ·   ·  Report…  ·  Admin →
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  • Danielle Hergenrader commented  ·   ·  Report

    I agree complete. I normally set the invoice number to match the PO (ex: PO 101; Invoice 101-1 for first invoice) so they are easier to find and keep matched up.
    Not being able to set this is extremely annoying, esp since my company has three wildly different locations that do different kinds of work. Everything being in a long stream is very messy.

  • Tuck Malloy commented  ·   ·  Report

    I would like to be able to manually assign an estimate number (like you can for the job number). Is that something that can be done in the future?

Financials: Estimates & Invoices

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