"Draft" invoice?
Can I print a "draft" invoice so I can review the invoice first and make changes before sending out a "final"invoice?
70
78
dvfIWEw8mr4laPacwZ5xHE
03/31/11 11:22am PDT
Viewed by asker 03/08/13 10:03am PST
Viewed by asker 03/08/13 10:03am PST
4 Replies
03/31/11 11:46am PDT
I print out Invoices numerous times to review them. QB will ask you to Save before Printing though, which is fine because you can still edit it over and over.
Another solution is to first create them as an Estimate. There is a feature also, that as an Estimate your customer agrees to the total but wants to add/delete something, then as you edit the Estimate you will be prompted to add the add/delete as a Change Order to the Estimate. Youou can accept or deny it.
Good Luck. Close if this helps!
Please mark the post Solved (if this helped), or click the "thumbs up", if this resolves your issue, this benefits the whole community.
03/31/11 11:50am PDT
It may be a better idea to Mark Invoice as pending
To do this Open Invoice, Right click and select Mark Invoice as Pending
Once You have checked this,
Open Invoice
Right click and select Mark Invoice as final
In case your problem is resolved, please click "This solved my question" else feel free ask more questions .
03/31/11 11:57am PDT
mmanju,
Nice tip, didn't know that one. I'll have to try that out. Does it appear then under the Customer Name (so you don't lose track of multiples). I use the Estimate in most cases, but can see where this could do as well.
09/20/11 11:00am PDT
Latest post
But even when it is marked as 'pending', by clicking save and exiting the time and expense are then reflected in a 'billed' status, so really it does not help if you want to readjust those later for final billing, does it?
Any one have a different solution, I am on 2011 Premier Version. Thanks!
