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.
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