Recurring invoice needs to be created as a Draft
CRITTERSNOMOORE
Member Posts: 6
I manually edit my recurring invoices to add the month the service was for, so I want them to be created as a DRAFT. Instead they sit in the UNPAID list of invoices so they look like they've been sent when they haven't, and I can't easily tell which have been sent and which I still need to edit before sending. I think they used to be in DRAFT which is definitely preferred! Please help!
0
Comments
@CRITTERSNOMOORE I'm afraid that once a recurring invoice is created/started -- the invoices that are generated from them will either go into 'unpaid' or 'sent' based on the setup that you have with the scheduler. There isn't an option for you to force them to go into a draft manually, however, if they are sent manually you can make adjustments before they actually get sent out to the client beforehand.
One other thing to mention is that before you approve a recurring invoice to be created, those will remain in 'Draft' -- but not entirely sure if this is helpful in your particular situation.