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GST and non-GST invoices without running two systems
Two kinds of bills, one customer list
Some work is invoiced with GST and some is not. Teams often solve that with two files, two number series, and a habit of checking which file they opened. The customer is the same person in both.
The cleaner split is two series inside one system. GST and non-GST numbers stay distinct, so the sequences do not collide. The customer, the payment, and the email alert stay on one profile.
Start from the number you already reached
Switching tools should not restart the invoice count at 1. The last number from the previous system is the right place to continue. Customers and your accountant both recognise the sequence.
Recordrr is set up for that handoff: keep separate numbers for GST and non-GST, begin from the last invoice you already issued, and send the bill from the customer record instead of a side spreadsheet.
Billing gets easier when the sale is still attached
An invoice that cannot see the lead is a guess. The agreed service, the price, and the person who approved it should still be on the card when finance raises the bill. That removes the message that asks sales “what did we quote them?”
Payments and email alerts then close the loop. The customer receives the bill. The team can see whether it was paid. The workflow from enquiry to invoice is one path, not two departments retyping the same name.