BecM's avatar
BecM
Experienced Cover User
10 years ago
Status:
Open

Sales: Drafting invoice to come back to later

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"

3 Comments

  • Dee-Workman's avatar
    Dee-Workman
    Ultimate Partner

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

  • Liam_M's avatar
    Liam_M
    Former Staff
    Status changed:
    New
    to
    Open

     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.

  • Access21's avatar
    Access21
    Experienced Cover User

    I would love this option too please - i was working on a invoice for awhile and had a black out - and no draft to complete the invoice. :smileysad: I Really hope this function will be available soon? im working with AccountRight as well.