🧾 Invoice ID Logic Update – Greater Flexibility and Error Prevention
What’s new?
We’ve improved how invoice IDs are handled across the system. Previously, invoice IDs were only auto-generated for invoices payable to the agency or those linked to rent demands. Now, all invoices will default to an auto-generated ID, making the process more consistent and reducing manual effort.
Key benefits for estate agents:
- ✅ Time-saving: No need to manually assign invoice IDs unless preferred.
- ✍️ Manual override option: Agents can still switch to manual entry if needed for specific workflows.
- 🚫 Error prevention: If a duplicate ID is entered, the system will alert the user—helping avoid accounting issues and ensuring data integrity.
This change simplifies invoicing for both sales and lettings teams, helping agencies stay compliant and efficient.