automatic numbering?
Can On the Job do automatic numbering of the invoice, so that it
wil be legal i Norway?
It seems I can change the number, the date and all information...
but maybe this is just the trial version?
Can On the Job do automatic numbering of the invoice, so that it
wil be legal i Norway?
It seems I can change the number, the date and all information...
but maybe this is just the trial version?
2 Posted by Mark on 17 Feb, 2010 12:45 PM
It does auto-numbering.
If you add or edit a client, there's a button to 'Set Invoice Number Scheme'
3 Posted by crak on 17 Feb, 2010 01:26 PM
yes it automatically makes a new number. but it seems I can just change it afterwards..? and then there is no real tracking of the invoices?
Support Staff 4 Posted by Dan Messing on 18 Feb, 2010 12:24 AM
Hello,
You can change the invoice number afterwards, as there are plenty of valid reasons to do so. I'm confused though - is the problem just that you would like to see this number locked after the invoice is created?
Dan Messing
5 Posted by crak on 18 Feb, 2010 09:20 AM
yes thats it, i think that in Norway we need a program that locks the invoice number...
Support Staff 6 Posted by Dan Messing on 19 Feb, 2010 10:27 PM
Interesting - thanks for letting us know about this.
Dan
7 Posted by ian moffett on 17 Jun, 2010 03:32 PM
Am confused about this auto numbering. I need to generate a new job number for each job I do, no matter what client I'm doing this for. How do I do this? I've dragged the blue 'elements' into the bar and the job number I typed in stays the same nothing else seems to happen?
If it's automatic how does this work?
Any suggestions?
Support Staff 8 Posted by Dan Messing on 18 Jun, 2010 06:48 AM
Hi Ian,
It sounds like the Global # might do the trick for you - but you will need to set this for each client. There is currently no way to set an invoice scheme for multiple clients at once.
Dan Messing
Stunt Software
http://stuntsoftware.com/
9 Posted by ian moffett on 18 Jun, 2010 07:13 AM
Thanks Dan,
However, I must be doing something wrong. Could you explain what I need to do to get this to work? I have placed the 'Global' blue element in the area, typed in the job number I want it to start from. But each time I create a new Client/Job the number stays the same.
Cheers
Ian
PS Is there detailed instructions I could download?
10 Posted by ian moffett on 18 Jun, 2010 08:43 AM
Just to add... I have placed the Global on the bar, and each time I create a new client the job number stays the same.
Support Staff 11 Posted by Dan Messing on 22 Jun, 2010 07:50 PM
Hi Ian,
The number is used by Invoices, not the jobs directly, so it only increments when you create a new invoice for that client. Could that be where the confusion is?
Dan
12 Posted by ian moffett on 23 Jun, 2010 01:02 PM
Yes I see.
Thanks
13 Posted by nzjoel on 08 Jul, 2010 11:05 PM
In relation to what was mentioned above...
I really think there should be a way to set an invoice scheme for multiple clients at once. Its a hassle having to redo my invoice naming scheme every time I add a new client.
~Joel
14 Posted by James on 30 Sep, 2010 11:28 PM
I'm having some trouble getting started with this software - I've made a couple of clients and set invoice number schemes for each - but I can only drag in "January" and the date is wrong as well - see the attached image. My system clock is correct and I can't find anywhere where I can change the date in the application.
Support Staff 15 Posted by Dan Messing on 07 Oct, 2010 11:02 PM
James,
The date in that form is just a placeholder - in the actual invoice January will be replaced with the appropriate month.
Dan