Custom Invoice Numbering
Invoice numbering is an important issue in many countries. At least in mine, to comply with legislation, invoice numbers must have a SERIES and a sequential NUMBER starting from 1. It is possible to reset the counter but only in the beginning of a fiscal year.
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Quite often, it is normal to use more than just one series. For instance, if the company runs several business lines/activities, it is convenient to use different invoice series for each of them. Of course, every series has its own counter to sequentially number the invoices. It looks like in ZohoBooks is not possible to define series for invoices yet. Yes, there is a prefix and auto-generated numbers, but this is useful for just the default series only.
Also, it is very common to include the current fiscal year in the prefix. I 've tried to include %(YEAR)% in the prefix, but ZohoBooks doesn't interprets it as a variable to substitute the value in.
It would be nice to have a module to manage invoice numbering, with the ability to define series (text label) and prefixes (accepting system variables), and to control the auto-numbering (start, stop, continue, and restart) on each of them. Of course, letting the user to manually edit any invoice number if he/she wishes.
It would also be nice to have some kind of invoice numbering check process to warn the user of any incongruity or mismatch in numbering sequence in any series.
Hoping you will consider this useful functionality in a future release, in the mean time, I will continue manually numbering my invoices. What else can I do?
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