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Mark invoice sent by default


Invoices are created in Draft status by default. How can I change this to Sent by default? Now I have to click send and confirm OK every time. I want to skip these extra clicks. My clients don’t have email and don’t need to be sent invoice.

Hi @sy8111

When creating the invoice if you go to preview & send rather than save you can then check it over and if happy… flag as sent

@QFBeth that’s what I do, but after click preview & send, i have to click ‘Flag invoice as sent’ and then click OK. Can I save these 2 extra clicks?

Hi @sy8111

Apologies for the delay in replying. At the moment there isn’t a quicker way