Invoicing - Invoice status for An invoice that is still an order
Hi all,
I would like to float the idea of including an 'Order' button/tick box on the invoices.
The 'Order' flag would indicate that this Invoice is still 'In progress' and has not been fulfilled. In this situation the invoice has been created as the Quote has been accepted, however the invoice is not sent for payment until the order has been completed. This would also mean that this invoice is not included in the statement that is sent to the customer..
This would help with the customers that have terms and/or have agreed to not pre-pay, however pay on completion.
Having this functionality would benefit users who have to work off of a third party/spreadsheet to track completed/invoiced orders whilst being able to remove them from the monthly statements.
This is not a full order/sales order function for Xero, however a simple 'if', 'then' solution.
Matthew Rutley
shared this idea
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