Paul

Forum Replies Created

Viewing 4 posts - 1 through 4 (of 4 total)
  • Author
    Posts
  • in reply to: Discount #1187

    Paul
    Expired Member
    Post count: 171

    Yes think I have got it – I think I am using Invoicing from the wrong perspective. I am using it as my own back end invoicing system where I am in control of everything. With this invoice I thought I could discount as I composed it. I wanted to show the customer that he was charged for x and the goodwill discount was y. In reality I would have to provide the customer with the discount code for them to claim the discount at checkout.

    I also sort of get now why there is no ability to save an invoice as a draft because in reality the system is designed in a way that it would never encounter such a need.

    Thanks for the guidance

    Paul

    in reply to: Discount #1180

    Paul
    Expired Member
    Post count: 171
    This reply has been marked as private.
    in reply to: Discount #1171

    Paul
    Expired Member
    Post count: 171
    This reply has been marked as private.
    in reply to: Follow up in 7 days #1016

    Paul
    Expired Member
    Post count: 171

    Sorry Stiofan, I’m not getting this. I create an invoice and want to add to the invoice over several days. So I save but with the send invoice option set to no – the due date is set from the options in the settings which is set to 7 days. However, it can’t be due until the person receives it so if I haven’t sent it then the 7-day timer shouldn’t operate.

    Will the invoice status field allow me to work in this manner? if I place invoice on hold will it stop the due date kicking in, or do I have to scrub the date from each invoice that I work with and then add the date when I send it?

    I don’t want to alter the settings as some invoices go off straight away. Opening an invoice gives me a start date for the work being undertaken which is necessary for my records.

    Brilliant system by the way it’s just this that I am unclear about how to get it working for me

    Thanks 🙂

Viewing 4 posts - 1 through 4 (of 4 total)