I’m not sure if this is really a bug, more a UX design that allows user error to occur far too easily. I’ve made this mistake twice now, and I have reliably reproduced the error. Here’s how it happens.
When creating a new recurring invoice, I copy an existing recurring invoice with the same service, and change the customer name to the new client.
The mistake that I have twice made is to then click “Activate” without clicking “Save”.
The software responds with a confirmation that the new recurring invoice is now active - and it shows the NEW client, implying that the recurring invoice has been saved with the modified client name. But it hasn’t - it has been saved and activated with the ORIGINAL client’s name.
I have done this twice now, resulting in the original client in each case receiving two invoices, and the new client not receiving any.
I realise that this is user error, but it could be avoided either by auto-saving when the profile is activated, or by a warning dialogue pop-up prompting the user to save before activating.
The attached screenshots demonstrate the problem. In the first, a confirmation message is shown with the new client’s name. In the second, the list of recurring invoices can be seen with the original client’s name on both the original and the copy.
Would the above suggestion be a simple fix to make this error impossible?
