Hi,
I have a question relating to draft invoices. When you start creating a draft invoice it get allocated a number. Now, if the draft is made so you can just keep track of work before you issue the invoice only to issue the invoice a month or two down the line, and in the meantime you have issued few other invoices, and then you set a new date for the draft invoice (the date when it actually gets issued) invoice numbering is no longer subsequent.
Is there a way to stop draft invoices being allocated an invoice number before they actually get issued?
Unfortunately there is no way to prevent this. However the sequence of invoices don’t really matter for the most part.
You may wish however to create an estimate rather than a draft invoice, and just agree and convert it when the time comes. This would keep the invoice numbers approximately inline with the issue date.
I hope that helps!
Sounds like a very good idea! Thank you!
1 Like
I have a duplicate draft invoice that needs to be deleted, but I cannot figure out how to do it.
Can someone please tell me the best way to handle this situation
Hello @JSM
You can check the box to select it then click delete selected at the top.