I had entered multiple invoices into the system and set the option not to send as I was adjusting the invoices as I tracked back on work completed. The follow-up option for reminder was set to 7 days and therefore this morning I have several replies from customers who have part completed invoices, invoices with notes that aren’t relevant to them and some with comments that were to remind me of things to look back on.
Surely if the do not send option is set when you instigate the invoice there should be no follow up?
You can imagine the agro that this is now causing not to mention the embarrassment.
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
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