Project - Reference field
Add reference field for project.
We do a lot of project work. Our clients will generally have a tender or contract number associated with the project. I need to include this number on all invoices related to the project.
It would be great to have an optional reference field for each project that, if not blank, would automatically populate the reference field for every invoice created.
Emily Singh
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nishimoto sonkirven
commented
Adding an optional reference field for each project is an excellent idea, especially for businesses that handle multiple contracts or tenders. This feature would allow users to input a client’s tender or contract number once at the project level, and have it automatically populate the reference field on all related invoices, saving time and ensuring consistency across billing documents. It would enhance accuracy, streamline invoicing, and improve client communication by ensuring the correct reference appears on every invoice. For instance, just like following detailed steps in a guide such as this outdoor kitchen https://openskykitchen.com/how-to-winterize-outdoor-kitchen/ winterizing tutorial, implementing this feature would provide a structured and efficient workflow for managing project-based invoicing.
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nishimoto sonkirven
commented
Adding a reference field for each project is a practical solution, as it allows you to store client-specific tender or contract numbers that can automatically populate on all related invoices, ensuring accuracy and consistency. This not only saves time but also reduces manual entry errors, making invoicing more professional and streamlined. It works much like using a reliable service link such as https://cleaningservicepalmcoast.com/
for easy access—once set up, everything flows smoothly without the need to repeat steps manually.