Settings and activity
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127 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
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Elena Cortazzo
commented
I'd request that the retirement of Classic Invoicing be postponed until copy to PO is included.
Can we have an update of what work is being done to include this critical feature?
An error occurred while saving the comment Elena Cortazzo
commented
I will add to all the other voices. Our business relies on converting each Sales Order/Invoice to a PO so that a customer order can be fulfilled. If this feature is not available it would make processing labourious, add time, add errors. We may need to look at moving to other platforms if this issue isnt resolved.
Elena Cortazzo
supported this idea
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Hi Kim - thankyou. Unfortunately, for us, this doesn't help us as we have an approval process before we can Approve an invoice - the PO needs to be sent before the invoice is approved to ensure everything can be supplied as ordered before we commit the invoice.