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  1. Invoices - Add invoice number when invoice is Approved

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    submitted  ·  26 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Dale Gray supported this idea  · 
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    Dale Gray commented  · 

    The work around we use for this is:

    1. Replace the assigned number on draft invoice creation with a copy of the reference or whatever else you want
    2. When converting to invoice open 2 copies of the draft in 2 tabs
    3. On copy 1 – create copy invoice
    4. On copy 2 – copy the due date then delete the draft invoice
    5. On copy 1 - Paste the due date
    6. It is now sequentially numbered at the point of invoice creation.

    WE SHOULDN’T NEAD WORK AROUNDS FOR SOMETHING THIS BASIC

    But hope this helps someone.

    An error occurred while saving the comment
    Dale Gray commented  · 

    We run a 2 year deferred scheme for some of our clients and our draft invoices are where we store the proforma until it is issued as a full invoice. So on the new system, by the time the invoice is issued the invoice number is either 2 years old, or we have to cancel the proforma and reissue it with extra work and a missing number in in our invoice record.
    We can get around this, but it triples the work of issuing an invoice and adds risk of error. As our client has accepted the figures 2 years previously an error at this point is completely unacceptable.

    I cannot understand how you can consider this acceptable. As this isn't even on your list of planned changes, my advice to management is to find an accounts package with better fit to our needs.