4 Replies Latest reply on Oct 3, 2014 3:13 PM by JasonFok

    Invoice Starter Solution



      Invoice Starter Solution


      Hi All,


      I am using the invoice starter solution to do some basic invoices for various customers. When I click "New Record" each invoice is added numerically. This is applied globally regardless of customer. So, if I have Customer A being invoice# 1-4 then the first record for Customer B shows as Invoice #5. Is there a way to separate it so each new customor has their own set of numbered invoices?


      Jason Fok


        • 1. Re: Invoice Starter Solution

          Why would you want to do this?

          Invoice ID is the table's Primary Key--not something that you want to mess with as an error here can screw up how Invoice records link to other records in relationships.

          There are, however, a number of ways that you might get such a value set up in a different field. But why you might do so is a detail to consider in how (or if) such an option might be added to the starter solution in question.

          • 2. Re: Invoice Starter Solution


            Because I want each customer to have their own set of invoice numbers. Each customers subsequent invoice would make sense numerically. So Customer A would get Invoice #1 for their specific use case. I don't want their next invoice to be #37 if I have only invoiced them a second time. It doesn't make numerical sense. 


            • 3. Re: Invoice Starter Solution

              That's not really the purpose of the Invoice ID field. It serves as a unique identifier of each invoice.

              But you could add another field that provides such a sequence and it can be the visible number on your layouts while the Invoice ID can remain hidden.

              You can add a field to the Customer table that you increment with each new invoice created. This field can then be the visible invoice number with a series of values specific to each customer.

              • 4. Re: Invoice Starter Solution

                I'll give that a go. Thank you.