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Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Sales: Drafting invoice to come back to later

BecM
Experienced Cover User

42Posts

28Kudos

0Solutions

42 Posts
Experienced Cover User
Australia

I'd like the option to save an invoice as a draft so I know it's not complete. Preferably I'd like all the invoices to be drafts until I specifically finalise it. 

 

This way there is no confusion as to which invoices are complete, which have been sent to the customer, and which still need information added.

 

"Saving a Invoice Draft"

Current Status: Open
Last Changed: December 2014

 Thanks for your suggestion @BecM  Could anyone else who would like to produce 'draft invoices' please cast your vote here.

 

In the meantime MYOB Essentials has a quote feature. A quote has no effect on your accounts until it is converted into a quote, and is in this way similar to a draft invoice.

2 Comments
Ultimate Partner Dee-Workman
1,157 Posts
Ultimate Partner

Sorry Bec ignore what I had, I misread your heading and replied in relation to AccountRight and not Essentials.  

MYOB Moderator Liam_M
3,488 Posts
MYOB Moderator

 Thanks for your suggestion @BecM  Could anyone else who would like to produce 'draft invoices' please cast your vote here.

 

In the meantime MYOB Essentials has a quote feature. A quote has no effect on your accounts until it is converted into a quote, and is in this way similar to a draft invoice.