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Status New idea
Workspace Reckon One
Categories Invoices & Bills
Created by Guest
Created on Aug 7, 2021

Custom Invoice Numbers

I have trialled Reckon One, and the BIG thing holding us back migrating across is the inability to create our own custom invoice numbers. We have our own numbering protocol, and Reckon One doesn't let us enter our numbering system for invoicing. We don't want to be limited to a basic sequential numbering system that Reckon One thinks is suitable for all customers. We want to have the ability to create our own invoicing numbering system, be able to reset and change invoice numbers, and add prefixes and suffixes as required. We want total flexibility. Why is this so restricted? It should be up to the end user, not hard locked down by the software. There is no legal requirement for our invoice numbers to be locked down in your ordering restrictions. We can choose our own numbering methodology. Please allow your customers to create their own invoice numbering protocol however they see fit. This should be an easy fix, yet it is stopping us from migrating across to your software.

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  • Guest
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    Jan 9, 2022

    I have clients with the same issue, plus other clients that have stuffed up the auto invoice numbering and it has gotten out of whack with the actual invoice numbers and there is no way to fix this issue as you cannot reset the invoice number for numbers less than last one created, even deleted ones. It is now a damn mess and can't be fixed.

8 MERGED

Customisable invoice numbers

Merged
We need to use client identifiable invoice numbers. I am using the work around of the reference number but that is hugely problematic when generating reports ...as reports are generated and use invoice number not reference number
about 3 years ago in Reckon One / Invoices & Bills 0 New idea