Ability to archive invoices
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Renaud Dumont
After 3 years of using Direct Invoice, I wanted to change the numbering of my invoices for 2020.
The new numbering make invoices appear at the end of the list of invoices, because of the way it's ordered. It's at the end, despite the fact that new invoices start by 2020... and the old one by 2019..., 2018... It looks like the ordering takes the number of characters into account. For example, 2020-001 appears after 201901001.
It would be great if I could archive the old invoices, and keeps only those I want in the main list, so that I can start with a clean list.
Steve Verlinden
When a user change its numbering I understand that weird things can happens in filtering.
We have no ways to sort different number formats to be sorted like you would like in your mind.
For now I suggest you to sort by creation date, and when sort and filters will be persistent across sessions, I think it would made your life easier.
The ability to archive document might be a good idea, apart from wanting to remove them from the list to solve your numbering issue, do you see any other benefits to archive documents?
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Renaud Dumont
Steve Verlinden:
I use the sorting option for the moment, and you're right that persistence would make this solution good enough.
Except for some cases :
- Sometimes, I create draft invoices that I want to send in the next few days (weeks). Then, I can sen them in a different order that their were created.
- In the meanwhile, I can also issue new invoices, while I still have some draft invoices. In that case, I have to reorder (re-assign a number) of some of the draft invoices, to keep the numbering coherent.
In those cases, even with the Creation Date sorting, this would break the order anyway.
Being able to archive would allow me to keep using the ordering as it is now, which is perfectly fine (until I break the numbering).
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Steve Verlinden
Renaud Dumont: I advice you to disable automatic numbering in your account settings, and you'll never need to reorder ;-)
The number will not be set on creation and will be proposed when you send your documents.
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Romain Carlier
Steve Verlinden Renaud Dumont I concur, we also have a lot of draft invoices and using the numbering "on the spot" when sending the invoice works really well.
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Didier Toussaint
I have the same problem as Renaud: I have to skip two pages of 2014 invoices named "20141218-001" before I reach my latest invoices, named "2019-011"