New Feature: Draft invoicing
When a new invoice is initially created and saved, you are asked if you are ready to finalise it, or to keep it in a draft status:
- Are shown in their own tab in the invoice list
- Are editable and deletable
- Have their own numbering sequence (DINV-xxx vs INV-xxx)
- Show a stamp DRAFT when generating the document
- Do not generate any accounting
Once a draft invoice is finalised, it is assigned a traditional invoice number that falls into sequence. For example, if the most recent finalised invoice was INV-123, when you finalise DINV-003 above, it will be given the next appropriate number, which would be INV-124.
Also, once it’s finalised, its accounting will be generated, and the invoice can no longer be edited or deleted. A finalised invoice can still be canceled with a Credit Memo.
As noted above, no accounting is written while an invoice is in draft status. The accounting is only generated once the invoice is finalised.
While the billing date entered on an invoice is still used as the primary accounting date of the invoice, the date that you finalised the invoice is also stored in the accounting. This date is visible as “Date Validation” in the Accounting search screen and when printing and exporting the General Ledger report.
Restrictions on customisation (French Accounts)
The label of printable documents will no longer be customisable. Any customisations to the label made in the past will remain but no further changes can be made unless contacting the support.
The columns unit price and quantity can no longer be hidden in invoice lines. If you had hidden these in the past, they will now be shown again in your printed documents.