Follow up in 7 days

This topic contains 4 replies, has 3 voices, and was last updated by  Kiran 3 years, 10 months ago.

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  • #1013

    Paul
    Expired Member
    Post count: 171

    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.

    #1015

    Stiofan O’Connor
    Site Admin
    Post count: 22954

    Hello @websitu,

    The option when creating a new invoice is if it should be sent when saving.
    The normal sending settings still apply if you set a “due by date”, if you blank that field then no reminders will be send.

    Thanks,

    Stiofan

    #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 🙂

    #1017

    Stiofan O’Connor
    Site Admin
    Post count: 22954

    The option on add new invoice to send yes/no is for saving the invoice only:
    “After saving invoice, this will send a copy of the invoice to the user’s email address”

    You can blank the invoice due date in the invoice settings before save.
    I have asked kiran to look at maybe adding a “draft” invoice status that might work best in your situation.

    Thanks,

    Stiofan

    #1019

    Kiran
    Moderator
    Post count: 7069

    Hello,

    We have added new feature, so you can now create invoice with draft status. Draft invoices are invisible from the front end users.

    This feature will be available in next release.

    Thanks,
    Kiran

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