Invoicing - Automatically delete draft invoices when merging invoices
I would love if when we merged Invoices into 1 from drafts it doesn't leave the draft that I need to manually go back and delete. This can cause double ups of Invoicing.
Chantelle Close
shared this idea
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Benjamin Barbi
commented
I currently have a lot of monthly recurring invoices that go out to clients for subscription based services. I also have integrations with other apps syncronising other billable activity to these same clients like inconsistent billable time, extra retail purchases, etc. Currently to deal with this I end up with multiple draft invoices at the end of the month for the same client. Id prefer to have one so I need to copy the main invoice name (january services), then select all invoices for a client, click copy to-> new draft invoice, paste the reference in, create the invoice then go back and delete the original draft invoices. I then send them.
There's two possible solutions to this:
1:(Easy one), When merging multiple invoices, have the option to delete the originals and select which refernce you want to use. You would end up with one neat invoice.
2: Have the option to create a monthly billing queue per customer. basically like a recurring invoice with a reference, but its open so any charges (even from integrated apps) come in to that queue (open draft invoice) and at the end of the month you can approve or reject or even edit the line items and then approve the draft and send it. Would save HEAPS of time and give a lot of flexibility on how we charge.