Forum

Ask, reply and learn. Join the community of Akaunting.

New Discussion

Advanced invoices numbering and pro forma invoices

Dob   ( User )

Commented 5 years ago

It would be usefull to have some advanced invoices numbering possibilities, like:


  - multiple invoice number series. with different prefixes etc...


  - maybe, make it possible to bind this series to categories


  - have dynamic fields in number prefix like year, month, week, day


  - auto restart numbering on dynamic prefix change (ie. always start from 1 in new year)


 


And partially related to this is also:


  - pro forma invoice type


  - automatically generate and send invoice from pro forma invoice, when payment referencing pro forma invoice is received


 


Use case:


 Companies can have different invoice series, for different services/departments. Pro forma invoices with different invoice number, are usefull if you can not have 'holes' in invoices in your accounting - every invoice 'number' should be accounted, and if you have not payed invoice with VAT, you still have to pay VAT to tax service.


With pro forma invoice, company first make a proposal (pro forma) invoice, that is sent to customer and once its payed, normal invoice is issued.


IMHO, this is big use case for EU countries, and good opportunity for payed extension ;-)


 

Duncan Dimech   ( User )

Commented 5 years ago

I would like to have such functionality for the invoice number suffix as well as the prefix - our current format is EXT-NNN/YY  where T is the type of document (invoice, proforma, payment receipt), NNNN is an document sequential number for the customer for that year and YY is the year of issue

Georgios   ( User )

Commented 4 years ago

multiple invoice number series. with different prefixes etc is a must. I pay even exist as add on

Mark Andersen   ( User )

Commented 2 years ago

+1
Yes the need for a suffix and then both prefix and suffix need to allow dynamics variables ex. year, month, day, hour, minute, etc.

And best all of the above.

Please login or register to leave a response.

Showing 1 to 4 of 4 discussions