Resetting invoice num every financial year

[mns]

I want to re-start invoice from #1 again every financial year.

How to do that? Manually?

 

 

Another problem.

e.g.

Financial year is from 1st Jan to 31st Dec.

Domain renewal date is 1st Jan

Reminder + invoice will get generated in Nov/Dec

Ideally it should be the first bill of the next year.

 

Any way to tackle this?

[HostOrca]

Other than doing it manually no. Even then it would not work because you would then end up with duplicate invoice numbers in the database which would most probably cause problems.

 

Which country are you in? In the UK the tax man would not approve

[bear]

Instead of resetting and running into the issues as mentioned, perhaps looking into this setting will help?

Setup -> general tab -> Invoices -> "Sequential Invoice Number Format"

On the first of each year, set that to the existing year...though it's just for paid invoicing, not due invoicing.

[mns]

Thanks for your responses. I am in India. We shud be having a new invoice number every financial year. Its like a new "bill book".

 

We can have something like # 0001/2009-10 and again # 0001/2010-11

 

Does WHMCS store data for all the years at a time? What happens after 10 years of operation? Won't that be a hugh DB then.

[Redsign]

Depending on how many invoices you raise, you could use a different '1000' per year?

 

For example 2010 could be Invoices #1000-1999, then next year make the next generated invoice start at #2000 - #2999...

 

Not ideal but a way of doing it nonetheless..

 

Ben

[mns]

Ohk. So crux of the matter is that there is no way to restart invoice numbering every year.

 

But does WHMCS keep storing data of all the years?

Is there no way to organize the data year wise?

What happens after few years of operation?

DB keeps getting bigger and bigger?

[timgws]

Yes, the database will keep getting larger, but that is OK Half the point of having a system such as WHMCS is the ability to keep all historical records of your business. It is not a bad thing at all to see that database growing. Even the busiest of businesses will not really have a large MySQL database (not bigger then say 5GB in super extreme cases).

 

You should be happy that the database is getting bigger

 

That being said, if you only have ~ 100 clients with ~300 products, you database will be < 100 MB

 

[mns]

Yes large DB is always welcome

My concern was performance hit when DB becomes too large. But will cross that bridge when it comes.

 

We have been doing billing manually but with volume, it takes hell of a time. Just jumping in with WHMCS in a few days from now. Looks almost set

[othellotech]

Ohk. So crux of the matter is that there is no way to restart invoice numbering every year.

 

Neither would you want to - all invoices for accounting purposes should be unique

 

And you've already been told how to do them as a sequence within year (the most common method)

[WHMCS John]

Our client area loads pretty fast wouldn't you agree? So I don't think there's much need to worry about performance issues due to database size.

[mns]

Yes, pretty quick John

 

But I miss that link in admin area that used to show us the development schedule in advance.