CazCooky's avatar
CazCooky
Experienced Cover User
10 years ago
Status:
Open

Sales: Invoice Number is taken when customer is selected (multiple users)

Is it possible when an invoice is started that a unique number be assigned to the invoice at that time?

or is there a solution whereby the actual invoice number can be advised to the operator at the time of recording the invoice (without making an extra screen to hit enter on)?

 

We find that with both entering invoices at the same time, that you record the onscreen invoice number on the paperwork, only to find that number stolen by the other operator. This becomes quite annoying, as you need to go back and look at the printed invoice or pull up sales register to check what the actual invoice number was. This is important to us, as we need to locate paperwork for various reasons.

 

"Invoice number assignment when multiple users entering data"

Sales

5 Comments

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  • Bucket_Girl's avatar
    Bucket_Girl
    Experienced Cover User
    10 years ago

    We have this same problem. I start the order and then save it immediately even though it is blank so that my number is taken. Then I reopen the order and enter the items etc.

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

    Hi Bucket_Girl

    Thanks for the feedback in regards to the AccountRight program and the setting of a relevant number.

    Along with commenting if you would like to show your support for an idea on the AccountRight Idea's Exchange I would recommend voting for it. You can vote for an idea using the + Vote button to the left of the Idea's name.

  • Liam_M's avatar
    Liam_M
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open

    Thanks for the great suggestion Bucket_Girl. I can certainly see how the current system would make multiple users entering invoices simultaneously troublesome. Anyone else, who would invoice numbers to be assigned as soon as a sale is started, (rather than when recorded) so that duplicate invoice numbers don't occur. Please cast your vote here.

  • jenny_gibbs's avatar
    jenny_gibbs
    Cover User
    9 years ago

    Hi There

    I have had this issue brought to me by a client and it is very troublesome for them as they could have up to 3 users invoicing at the same time.

    I would like to see this changed so that the invoice number is allocated as soon as the invoice is started.

    Thanks

  • Suzi_Byrom's avatar
    Suzi_Byrom
    Contributing Cover User
    2 years ago

    Wondering why this hasn't had more Votes and Liam_M how this has not been actioned as yet?

     

    We've experienced this same problem for years and any organisation who has two or more users would be experiencing the same issue, so incredibly annoying and unproductive. Please tell me a "fix" for this is in the next upgrade?