Short term cashflow - Option to include draft invoices
Option to include draft invoices in the short term cash flow
Claire Bennellick
shared this idea
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Ivan Romanov
commented
When we receive the PO from the customer, we move the invoice and appropriate bill to the draft until the project has a starting date. When the project starts, we move invoices to the waiting approval, and only when the project is complete do we send the invoice to the customer and move it to Waiting for Payment.
If you could introduce an option to see drafts and Waiting Approval, we would be able to use Xero cash flow immediately!
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Mark Ferguson
commented
We operate in a project environment were we prepare draft invoices in advance for contracted milestones/progress payments. The amounts/items/due dates may get tweaked over time but for us they are a very good indicator of future revenue and timing. The Analytics Plus Short-term Cash Flow projection would be even better if there was an option to include these draft invoices.