Hello,

Billings seems really cool...I've been using Timenet, where I could create client codes like EBC001, EBC002 for invoices....I dont see how you can do this in Billings....is there a way? I would like to buy it but that might be a deal breaker

thanks!

You can assign a number to a client by editing the client.

You can also set the format of how estimates and invoice numbers are generated; this can be done in the preferences under Numbering.

You can get more details on numbering from Billings Apple Help (Help -> Billings Help) by searching for 'numbering'

Thanks

Does the client number have to be a number? I want the client code to be something like EBC. I entered that into the client number field.

Now how do I get the format like EBC001? I am really confused by how its done.

THis one person mentioned on another forum that:
"If you double click the client, you can enter a Client Number. In the preferences you have the option ‘Numbering’ where you can set the numbering of the invoices and estimates. You have a field for the Prefix and a field for the Number. You could for instance create a dynamic field that consists of these 2 parts : Client Number + Invoice/Extimate Number."

Dynamic numbers?

Id appreciate any help

I, too am looking to have the client number (which is alphanumeric) appear in my invoices as a prefix to the Invoice Number. There is no %---% for Client Number in the Billings Help file (other info, but not that.) I Tired %clientNum% and %clientNumber% but only get that verbatim before the number.

My estimate and invoice file names are set up like this in the preferences:

Estimate: "Estimate %estNum% [%clientName% - %projectName%].pdf"

Invoice: "Invoice %invNum% [%clientName% - %projectName%].pdf"

That generates the following filenames...

Estimate: Estimate 31 [ClientName - ProjectName].pdf

Invoice: Invoice 31 [ClientName - ProjectName].pdf

Using the client number is not currently possible; I've forwarded this as a feature request to our engineering team for a future application enhancement.

I would just like to add my support for this feature as well.

I currently use client numbers as invoice number prefixes and would love to start using Billings fully but do not wish to change the way my invoices are numbered.

Thanks
James

My workaround is to use one of the extra field: PROJECT CODE when creating a new project. So, whatever I deesignate my Client Code as in CLIENTS, I enter there. I have to remember to enter it each time I create a new project, but I can adjust. Then it prints out %projectcode%-%inv number%. And I get ECI-32987 as my invoice number for my client I reference as ECI.

That's a genius idea! Thanks! I'll give it a go.

The only problem is that the invoice number auto increments on all invoices. Whereas my current method is to only increment it per client. So for example the first invoice numbers for 2 clients would be CLIENT-ONE-001 and CLIENT-TWO-001, not CLIENT-ONE-001 and CLIENT-TWO-002 but this would have to be implemented as another option.

Think I shall just have to rethink my invoice numbers.

Thanks for the tip tho!

James

I'd just like to add that James isn't alone in his invoice numbering scheme - I want to use the format 08 (year) 05(month) CLI (client code) 1, 2 etc where the increments occur per client. This makes everything line up well in a file list and helps keep track when chasing for payment.

I would like to add my vote to have the client number available to appear as a prefix and filenames.

Thanks