I really like how I can customize my invoice prefixes, but I would like to have some additional options made available to allow me to customize them for each client.
One difference is I do not use the same prefix for everyone on my invoices. I like to have them separated by client. So rather than INV-001, INV-002, I would like to set the client prefix and increment them for each new project. I base mine on current year and increment based on each new project.
WPMU-23-001
WPMU-23-002
WPMU-23-003
WIZ-23-001
WIZ-23-002
WIZ-23-003
etc.
So somewhere during client set up, I would like a field for “invoice prefix” which I can use instead of the generic one.
Another difference on mine is that I label invoices differently if they are recurring subscriptions. So using the same 2 client examples if I were to be billing for monthly website maintenance for WP, I would swap out the first leading 0 with the letter M (for month)
WPMU-23-M01
WPMU-23-M02
WPMU-23-M03
WIZ-23-M01
WIZ-23-M02
WIZ-23-M03
This allows me to keep them organized on my file system in sequential order while also separating the monthly recurring ones from the one-time projects. This also allows my clients to store their invoices and easily know which one is for what.
Hopefully this is something others would find useful that could be added to the clients and billing section of the hub.
