How can we improve Microsoft Invoicing?

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.

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    Richard Kernick shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    2 comments

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      • Richard Kernick commented  ·   ·  Flag as inappropriate

        A colleague of mine is required to invoice online directly into a client's system and an email would be ignored at best.

      • Richard Kernick commented  ·   ·  Flag as inappropriate

        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.

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