Allow invoices to be saved without sending
Invoice cannot be moved out of draft without sending email; for some clients I need to invoice differently but still track so would be useful to be able to save invoice out of draft state without sending an email and then use to track payments.
Sorry for the delay in getting back to you, but thank you for sharing your scenarios with us! We’re thinking about a possible solution for both scenarios, but specifically for your needs, would it be good enough if you could generate the PDF file on your computer and send that?
With regards to 12/05/2017 comment. If creating a PDF would save/finalize the invoice, that would work. An issue is we don't want to "send" an invoice to a client, just because we are now using this program and are entering historical data.
As long as the system doesn't automatically send the invoice then a step to generate the pdf would work fine.
A colleague of mine is required to invoice online directly into a client's system and an email would be ignored at best.
One client requires the invoice and supporting docs to come through as a single PDF. If I switched to using invoice with them they would complain. For this client I would like to raise the invoice but manually sends them the invoice by email in the format they have requested and use invoice to track the payment.