Happy to announce a new feature in BillGrid: automated Estimate Numbering. This feature has already been available on invoices and now it is available for estimates.
By default all accounts start off with a Numbering 000001 and empty prefix. This can be easily tweaked under Settings->Estimate Defaults (or Invoice Defaults for invoices).
For example lets suppose your company name is Italian Bakery Inc and you would like your estimate numbers to look like IB-000001, IB-000002 and so on. You can easily do this by saving IB as the prefix on your Invoice and Estimate Defaults and you’re done.
Some advanced tips:Some folks find it convenient to sort through invoices/estimates by year. You can accommodate this easily if you add the year into your default prefix this way your invoices/estimate number could look like: IB2014 – 000001.
As always, if you have any questions do not hesitate to contact us.