Question Invoice Numbering - Virtual Assistant Forums

asims · #1 (**permalink**) 02-08-2010

How did you set up your invoice numbers? For example, how did you prefix the invoice number? I was considering just using INV-0001, INV-0002, etc. for simplicity. For estimates, EST-0001, EST-0002, ect. or, should I prefix with the client's initials such as RW-0001?

Alison

reneeshupe · #2 (**permalink**) 02-08-2010

I set mine up like this 2010-0001, 2010-0002. Makes it easy for me to do searches based on the year and client. For Estimates I simply do 2010-E001, 2010-E002...

Office Goddess · #3 (**permalink**) 02-09-2010

I currently do mine [client initials]-Year-Month ex. PIC-2010-01 or CHA-2010-02.

I may switch to Renee's method for 2010 though, since QuickBooks would automatically carry that numbering forward for me and I can find the invoice by looking at the client's QB file...

The Perfect Word · #4 (**permalink**) 3 Weeks Ago

I use my client initials and have just kept numbering since the beginning (2118ABC). All invoices and client data are moved off my main computer at the end of each calendar year, so it's pretty easy to track.

asims · #5 (**permalink**) 3 Weeks Ago

Thanks for sharing! I'm considering doing my invoice numbering like Renee. It's very simplistic and I like the idea of searching by year.

For you who use client initials, how does the numbering system work in the event of two clients having the same initials?

Alison