I suggest you ...

Invoice Finalize

It would be super helpful if we could have a "Finalize" button for invoices. Sometimes we have an invoice started and a client will login to the portal and see it and cut a check before we even emailed it to them. This is causing many frustrations for our clients, and in return our employees. If there was a way to finalize the invoice once it is completed, this will eliminate many headaches so that the employees cannot adjust a finalized invoice. (Very similar to the "worksheet" finalize process)

51 votes
Vote
Sign in
(thinking…)
Password icon
Signed in as (Sign out)
You have left! (?) (thinking…)
Jacob shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

16 comments

Sign in
(thinking…)
Password icon
Signed in as (Sign out)
Submitting...
  • Jamie A commented  ·   ·  Flag as inappropriate

    Thinking about this again, makes more sense to have a 'draft' setting for invoices. The default should still be as it is, but the ability to make it a draft for these special cases. It could keep it out of customer portal, and exclude it from Late fees as well as late payment / open invoice reminders.

  • James Huegli commented  ·   ·  Flag as inappropriate

    Hi Marc,

    I understand what you're saying and if I only had time to bill for I wouldn't mind that method. However, in a month I might have a few customers that I have POs for software and as soon as those are fulfilled I want to add them to the invoice so as not to forget them.

  • marc commented  ·   ·  Flag as inappropriate

    I realize everyone works differently ... but in case it helps anyone, the way we do things that seems to circumvent this problem is that we use the "ticket charges" to prepare charges that are not quite ready for immediate invoicing. Customers don't see ticket charges until they are added to an invoice. My techs add their ticket charges, and then I review/edit them as needed before I add all those pending charges to a new invoice and send it immediately.

  • James Huegli commented  ·   ·  Flag as inappropriate

    YES please! I would even be happy if invoices were hidden if the date preceded the invoice date. For example, I just had a customer pay an invoice that had an 8/31/17 invoice date. If the customers couldn't see invoices before their date, that would help eliminate that.

  • tjank commented  ·   ·  Flag as inappropriate

    I agree with this, I have had clients make payment on invoices prior to them being "finalized"

  • tbgsav commented  ·   ·  Flag as inappropriate

    The draft would also help with Quickbook integration Invoice issues we've had to deal with.

  • mohamed ashfak commented  ·   ·  Flag as inappropriate

    Hi ,

    The repairshopr system don't have vendor payment details (sundry debaters and sundry creditors details ) (payment due date ,total payment,how much is the outstanding), this is madetory because repairshopr having inventory (stock), how we track these details (do we need to use another application for this

  • Daniel Koster commented  ·   ·  Flag as inappropriate

    Agree with Ryan, but wanted to add that I would like to see automatically recurring invoices have the option to be created as drafts

  • Jacob commented  ·   ·  Flag as inappropriate

    Yes, I would agree with Ryan on this over my idea. This would be very handy in eliminating confusions.

  • Ryan (CTO, Pinellas Computers) commented  ·   ·  Flag as inappropriate

    I spoke with Jacob this morning about this and thought I already posted something similar to this (but couldn't find it). My related idea was to add the "draft" option, which already exists in estimates, to invoices also. That way when a tech is "building" a big invoice, it won't show in the customer portal until it's complete. This would also prevent techs from constantly forgetting to 'finalize' invoices. By default, invoices will remain 'finalized and visible on the customer portal', but with the click of a button, they'd be marked as drafts and hidden from the customer. Pretty simple, especially since it already works in estimates :)

Feedback and Knowledge Base