Invoice status showing Draft on pdf sent to customer

Bug Bug (Solved)
1

Hi when I send invoice pdfs to customers they are showing status as Draft when received at their end via email.
This hasnt always been the case, is there a setting to change this as they are not draft invoices once sent.

Many thanks

Stu

2

This shouldn’t be the case - when you send it via QuickFile, it should change it to sent.

I’ll update this post as a bug, but in the mean time, you can go into the invoice and click “Mark as Sent” to update it.

Can you just confirm that you are sending the invoice through the function in the invoice screen, or are you using bulk send?

3

Thanks for your speedy reply - Im using the Bulk send option, will that make a difference?

4

Shouldn’t really make a difference. Just thinking ahead that if it is a bug (I’ll test my end in a moment), the QF team should be able to track it down a bit easier

Edit: I’ve just tried it my end with one invoice, and it’s updated to ‘Sent’. However, I haven’t actually received the email either which is a bit odd, despite it saying it’s complete and it having logged so.

Give it a bit of time, I’m sure @Glenn or @PeterK will be able to come back to you (might be Monday) and will shed some light on this :smile:

Edit 2: Sorry, just to correct my first edit, the email did send, it just never came through because of me playing with settings! Are you able to confirm the steps you are taking to help identify the issue please?

5

Hi

I send out a collection of invoices every monday morning from the Sales main front page (Invoice Management).
I just check each invoice I want to send and click “send selected” button. Then the next screen is click send by email.
hope this helps

6

There does seem to be an issue if you have this setting unchecked (checked by default) and you have a client configured to receive invoices as PDF attachments.

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When an invoice is sent it would seem that the status is getting updated to SENT only after the invoice is dispatched. I don’t think an invoice needs to have a DRAFT stamp on the PDF so we will make an exception here. We should have that fix deployed on Monday.

I shall update you as soon as the fix is live.