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Prompt to change the date of an invoice before moving it to sent.

When moving invoices to sent, the default is the date the invoice was drafted. It would be helpful to have a prompt that asks you if you would like to change the invoice to today's date before the invoice is moved to sent. 

  • Guest
  • Oct 16 2019
  • Shipped
Feature Request
How often would you use this request?

Every invoicing cycle. 

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  • Guest commented
    December 09, 2019 19:09

    Following up on the below. We have not seen any changes to the draft screen.

    Hailey Shipman
    Director of Operations
    The Fuentes Firm, P.C.
    5507 Louetta Rd., Suite A
    Spring, TX 77379
    Tel: 832-559-5536
    www.fuentesfirm.com

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  • Admin
    Shoaib Mehmood commented
    November 05, 2019 13:29

    Thank you for your feedback. Please keep a look out on Draft Invoice screen in the mid of November.

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  • Guest commented
    October 21, 2019 13:22

    Hi Rehan,

    The prompt would simply change the sent date of the invoice, the time entries and expense dates would stay the same.

    For example if I drafted an invoice on October 1st and then entered some expenses on October 3rd and then sent the invoice out October 9th, the only thing that would change is that a prompt would appear when I tried to sent the invoice that asked me if I wanted to change the sent date to October 9th.

    Sincerely,

    Hailey Shipman
    Director of Operations
    The Fuentes Firm, P.C.
    5507 Louetta Rd., Suite A
    Spring, TX 77379
    Tel: 832-559-5536
    www.fuentesfirm.com

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  • Admin
    Shoaib Mehmood commented
    October 21, 2019 12:29

    Thank you for your idea, may I ask; if you'd be prompted to use the current date, and if there were time and expense entered in between the draft and current date, would those entries be included as well? 

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  • Carlos Bolivar commented
    October 16, 2019 20:14

    That would be extremely helpful for our accounting department.

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