Settings and activity
3 results found
-
9 votes
Thanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.
In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.
While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.
Graham Knight
supported this idea
·
An error occurred while saving the comment -
72 votes
An error occurred while saving the comment Graham Knight
commented
We use the quotes functionality to create proforma invoices then convert that to a tax invoice upon payment. It would be nice to have the PDF attached to the quite called invoice or pro-forma rather than 'quote' as it is currently which can lead to confusion.
-
6 votes
An error occurred while saving the comment Graham Knight
commented
Certainly a nice to have feature.
In addition if you initiate the sending process but abort on the second screen then this invoice is marked as 'Invoice has been unmarked as sent' so when you actually send it later the tick mark is filled for "Sent" but the notes say 'Invoice has been unmarked as sent' making it very confusing and hard to evidence when/if the invoice was actually sent.