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’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.