Harvest has a unique and flexible way of creating invoice IDs that can suit a wide range of businesses. Here’s a brief description of how invoice IDs work in Harvest and how you can set them up to best suit your business.
When you create a new invoice in Harvest, Harvest will suggest a new invoice ID based on the other IDs that have come before it. The suggested invoice ID can be edited during invoice creation or left as suggested. Once a draft invoice has been saved, the invoice ID is assigned to that invoice and removed as a possibility for all other invoices.
If you just leave them alone
By default, Harvest invoice IDs start at 1 and then auto-increment upward on each subsequent invoice, filling in any blanks on the way.
For example, if you’ve created ten invoices in Harvest, the default invoice IDs will be #1 through #10. If you delete #6, then the next invoice you create will be assigned ID #6 (to fill in the space created by the deletion), and the following ID would be #11.
If you want invoice IDs sorted by year
Some of our customers like to include the current year into the invoice ID. Earlier this year, we added something to help with that.
Previously Harvest would only increment the last digit in the ID, but starting in 2012, if you prepend “2012-” to your invoice ID, then on January 1st, 2013, Harvest knows to change that to “2013-“.
For example, if you have an invoice ID series that goes:
…then on January 1st, 2013, the next available invoice ID will be 2013-10768.
If you want to add a client ID within an invoice ID
A few of our customers like to incorporate a client ID into the invoice ID in order to make the series of IDs unique to a customer. You can do that by prepending the client ID to the invoice ID.
For example, for two clients (ABC Company and DEF Design), you can create two invoice ID series that start with “ABC-1001” and “DEF-1001” respectively. Harvest will recognize that those are client-specific ID patterns and increment them separately when a new invoice is created for either company.
If you want to include both the year and a client ID
This can also be done, but in order for Harvest to correctly increment the invoices, the identifiers need to be in the following order: YEAR-CLIENT-INVOICE.
For example, “2012-ABC-1001” and “2012-DEF-1001” will create two distinct series of invoice IDs that increment separately by both calendar year and invoice ID. On January 1st, 2013, the next available invoice IDs would be “2013-ABC-1002” and “2013-DEF-1002” respectively.
Harvest has incredibly flexible invoice IDs that give you a wide range of possibilities. Hopefully this has helped explain how they work and how best you can configure them to suit your business.
For more help with Harvest, be sure to check out our Getting Started info and help documentation at http://getharvest.com/help/.