XPM - Ability to raise final invoice
Currently only able to raise progress job invoice in client. abilitiy to raise both progress and final invoice would be better than having to go to invoicing to raise final invoice.
Lillian Oh
shared this idea
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Rosalie Hart
commented
You can do the final invoice from within the job on the Financial Tab. Which is terribly annoying - it would be easier to give us the option to declare it final in the Client, New, Invoice screen. Less clicks - less time consuming than going through to job and then financial. As a practice we never do progress invoices - ever.
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Olly Evans
commented
It is possible to raise multi-job Final Invoices from the Invoice Manager tab. But when raising these invoices from the Client record they are only Progress Invoices. this leaves the job on the invoice list.
Why can't we raise multi-job Final invoices from the Client record? Surely this fits better with client or job centric workflow?