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Status Released
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

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Draft Invoices feature

It would be a very useful feature if I could add an invoice and mark it as draft if it is not to be sent tot eh customer yet. This allows me to keep track of ongoing jobs and their value but without them showing on the system as live invoices.
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Luke, I would suggest using the quotes feature and creating your own category to mark the quote as a draft invoice. This can then be assigned to a project or job without being classed on the system as a live invoice. If you need any help with this, email support@kashflow.com who will guide you through the process.
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