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Post |
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Stuart Williams Posted on 12 Apr 10, 18:26:25 |
| A Member |
Joined: 25 Feb 10
Posts: 15 |
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Hi,
I was wondering if there was a way to bypass the sending of invoices to customers when an invoice is created, i know i can send them later but i would like to not send some at all.
The invoice is marked with a star meaning not sent yet, is there a way of getting around this aside from sending the invoices to myself?
I hope i have made this clear.
Thanks
Stuart |
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Roger Posted on 12 Apr 10, 19:10:38 |
| A Moderator |
Joined: 11 Dec 08
Posts: 377 |
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Hi,
Yes, just untick the 'Add to mail queue' option before saving. That way they will not be emailed. |
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Stuart Williams Posted on 13 Apr 10, 16:18:09 |
| A Member |
Joined: 25 Feb 10
Posts: 15 |
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Hi,
Thanks for your reply. When i do this the invoice is then flagged as 'Invoice not sent yet' with a star next to it where it should be 'Payment not due yet' with a clock next to it.
Thanks
Stuart |
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Roger Posted on 13 Apr 10, 16:24:46 |
| A Moderator |
Joined: 11 Dec 08
Posts: 377 |
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Yes, it can't label it as having been sent if it hasn't been sent. I don't think it would be a good idea to change the whole system just for this, so why don't you just not enter the client's email address, and send them. That way, they wont receive it and the system will consider it as being sent.
Out of curiosity, why dont you want the invoices sent? I mean, what's the point of creating them if you're not going to send them? |
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Stuart Williams Posted on 13 Apr 10, 16:30:04 |
| A Member |
Joined: 25 Feb 10
Posts: 15 |
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Hi,
I visit a lot of companies and they require them printed and given in person and others i need to send manually with my own email attached with a note attached to it.
Thanks |
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Roger Posted on 13 Apr 10, 16:57:20 |
| A Moderator |
Joined: 11 Dec 08
Posts: 377 |
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I see, well the whole point of Billcue and other "e-invoice" solutions is thaty you DON'T print them. So I think maybe you should find another more conventional and old-fashioned system to use. Like MYOB perhaps? Because the way you're doing it by printing them defeats the purpose.
If you are from williamswebdesign.com.au, then I can assure you, you don't need to go and visit any company and hand over an invoice in person. I have been running Media Two Web Development for nearly 10 years now and have never handed an invoice over personally (what a waste of time that would be!) and 95% of clients we never even meet - we send about 6240 invoices a year and all by email, and most of them sent monthly (hosting and freesites.com.au invoices which is another 400 odd invoices each month). No one has complained and no one has requested we mail them a paper invoice instead of email (they can print their own paper copy if they need a paper copy).
Imagine if all our clients required them to be handed over personally - there wouldn't be enough time in a month to deliver them all! And why would a business request that anyway? Everyone mails invoices, either by post or email. You have very weird clients if they request that, I'm sure they wouldnt insist on it. if they do, just tell them no, they'll receive the invoice by email because that's how you send invoices. Simple! It's your business, you set the invoicing rules and terms, not the clients. |
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Stuart Williams Posted on 14 Apr 10, 19:23:36 |
| A Member |
Joined: 25 Feb 10
Posts: 15 |
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Hi,
Point taken, I appreciate your feedback and will now make it a rule that we only send invoices out by email.
Thanks
Stuart |
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