If you flip the number.  Year, month so it will be 2019-5  Also if you add the customer's ID in front of the invoice, it keeps them all separate.  

So if the client is Mary Sutton, her invoice for June would be    MS-2019-6  Remember, you can set up recurring invoices so you only have to do this one time per year.  (The year will not automatically change to 2020 on January 1st. )

Shirley Byard, owner BestBusinessStrategies.com

Thanks for your suggestion!  That would decrease the amount of work significantly!

That works ONLY if the invoices numbers are unique. 

I have a similar situation.  However, my invoices for rent for 2021 are logged in as 2020.01.  That creates a huge problem when creating recurring sales because it will not use the same invoice number in the recurring entries ... the system picks up with the next available number.  The system will allow you to use the same invoice number if you add them manually, but not when you create recurring.  Wish that would be fixed.

Try adding the client ID before the invoice number.  So if I were your client, your invoice for me would be BBS2021-01. This would make it unique.  

When you change to the next year, you would have to recreate the invoice if you wanted to update the year. 

Shirley Byard

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