Invoices saved as drafts | Voters

Invoices saved as drafts

Erine Olson

The ability for me to save invoices as drafts if I'm not ready to send them to the client right away

November 12, 2020

Ben Fischer

Merged in a post:

Save Invoice as Draft

Peter Tomasovitch

It stinks to try to itemize a bill with several services, then your only option is to Send. Any mistakes and all your work is lost and you have to write the entire invoice over again.

February 21, 2023

Ben Fischer

Merged in a post:

Save Invoice without Sending

brandonjp

I'd like to be able to create an invoice and save it as final (download a PDF or share a link to it) without sending to the client's email address. Freshbooks does this nicely.

I'm not sure what the difference between a draft vs final invoice would be, but drafts might work as long as downloading the invoice was possible and it wasn't marked DRAFT on the invoice PDF. RE: https://wpengine-product.canny.io/growth-suite/p/invoices-saved-as-drafts

February 21, 2023

brandonjp

Saving as a draft would be nice. I'd like to be able to download a PDF of the Draft and include it with a proposal I'm mailing. I'd also like the option to save it as final and download a PDF without sending to client: https://wpengine-product.canny.io/growth-suite/p/save-invoice-without-sending

Distl Digital

It would be great to have an option of when to automatically send the invoice in the future as well. Then, for those that you set up early, they can be sent at a more appropriate time than as soon as the invoice has been created.

Carrie Dils

Highly agree. I put a lot of effort into my first invoice, accidentally navigated away from the page and nothing was saved. Auto-drafts or a save option would be great!

Jason Bean - Bnpositive

Would also be great to be able to click on any invoice and create a draft of a new invoice for use again for that client or maybe for a completely different client.

Jon

Yesssss. I've saved several services in Growth Suite as a means of pre-preparing an invoice I know I won't be sending until later. If I could go ahead and create the whole invoice but not send it out as soon as it's completed that'd be great. Maybe the wizard could prompt you with options like: "save and send now, save as draft, or save and schedule sending (for a specific date and time) much like a Gmail/Boomerang scheduled email. That would be

kisses fingers like a chef

beautiful.