Hi everyone,
I currently create new projects for almost every sale, as we do custom metal work which sometimes involves multiple steps, expenses and invoices. I'm wondering if there is a way to auto number projects, similar to auto number invoices? Currently our flow goes: set up new project, create estimate for work, use estimate to create deposit invoice (50%), (sometimes) create invoices for other expenses billed directly to client throughout project, then create final invoice. This is all great and lets us keep everything together, but for if the system could auto populate a project number, I can use that number on drawings and emails to send to my employees to track time and label parts. Sometimes the project names are similar or too long.
Does anyone know if this is possible?
thank you!
Paul