Accounting Ideas

Invoicing (email)

When we create an batches of invoices

after creating the invoice and when on the created invoice summary page

there is an option to create a new (next) invoice or view the invoice list)

we then choose to email that invoice (Email option just above EDIT on right!

after the email has been sent you are back to the summary screen which

this gives you the option to create a new invoice AND up to a few weeks ago also showed the emails sent and viewed status after th email had been sent but now it does not! UNLESS you do a screen refresh in which case the create new invoice/view list offer has disappeared.

We don't use the email option at the full as this not only takes you fully back to the sales invoice daybook after emailing but you have to go back in to the invoice to ensure that the emails had gone. In short when trying to do a batch run of invoices now it is taking much longer and is more awkward. as I am having to go back in tho the very last invoice that has closed just the see the email status.

Thus please leave the message create next invoice there at all times on the invoice summary screen is loaded and better still can you show the email status without having top refresh the page every time


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  • Apr 29 2024
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