I’ve been using a basic numbering system for my invoices, but I’m wondering if there’s a better way. How do you structure your invoice numbers? Do you include dates, client codes, or anything else?
Trying to streamline my process and make it easier to track everything.
I keep it simple. Just a running number like INV001, INV002, etc.
It’s easy to track and doesn’t overcomplicate things. If I need more details, I can always check the invoice itself.
The key is consistency. Whatever system you choose, stick with it.
Eh numbers work fine for me. Not much fuss about it.
I’ve tried a bunch of invoice numbering systems over the years. Here’s what works for me now:
YYYY-MM-001
So January’s first invoice this year would be 2024-01-001.
Why I like it:
I keep a spreadsheet with client names and project details. The invoice number links it all together.
One tip: If you change systems, do it at the start of a new year or quarter. Makes the transition smoother.
Remember, the goal is to make your life easier. If your current system works, no need to change it just because others do things differently.
I’ve been using a mix of date and client initials for years now. Looks like this: 240115-AB-01.
That’s year, month, day, client initials, and invoice number for that client.
Started doing this when I had repeat clients and needed to track who was who quickly. Makes it easy to pull up all invoices for a specific client too.
One thing I learned the hard way: keep a master list of client codes. Had two ‘AB’ clients once and it was a mess sorting that out.
But honestly, as long as your system makes sense to you and you can find stuff when you need it, that’s what matters. I know folks who just use straight numbers and they’re doing fine.
My system’s dead simple. Year, then a dash, then the invoice number. Like 2023-001, 2023-002. Keeps everything in order and easy to find.
For tracking, I just note the client name in my books next to the number. No need to overcomplicate it with codes or extra info on the invoice itself.
Been doing it this way for years. Never had issues come tax time or when I need to look something up. Simple works.
I just use the date and a number. Like 0115-1 for the first invoice on January 15th. Easy to remember and find later if I need it. Works for me.