Update automatic id / numbering system to be more flexible
Right now, it seems that estimate numbers are created with a linear numerical progression (i.e. 001, 002, 003, etc). I would like the ability to assign each client a unique client code (2 or 3 characters), and then have each client's estimates/invoices be numbered according to the client's code.
Each client would have its own numerical series of estimate/invoice numbers. For example, if a client's code were ABC, then all estimates and invoices would start with ABC, and then the number would be appended to it: ABC001, ABC002, ABC003, etc.
It would also be nice to have the ability to insert todays date as a estimate/invoice number instead of the numerical one (i.e. ABC040809, ABC040809-2, ABC040909, etc).
Lee Powers commented
Myself, I've found the auto-incrementing based on prefixes to be an anti-feature. About half my invoice numbers are irregular, like "ABC-72621" or "XYZ-33241". The other half are regular, numeric invoices numbers like "123", "124", "125", etc.
If the system could ignore these irregular invoices numbers when generating invoice/estimate ids that would be great.
Ben Shell commented
This would be a nice feature. I currently manually input invoice numbers in different ranges to keep each client's numbers in sequence.
Tim Youngblood commented
Is it that troublesome to just use the notes for your own numbering peccadillos?
What I don't understand from your comments is the most important question when considering a new feature: why? What is the user's motivation?
Michael C. commented
Sounds like a great idea for many people, but please make it a user-definable option in Cashboard settings; personally I'd like to keep the current numbering system as-is since it works best with my physical invoicing booklet.