Draft invoices being converted to sent
In the past week or so, I've found that some of my draft invoices are being marked as sent erroneously/automatically. It seems to happen when I mark an outstanding invoice as paid. When I do that, draft invoices from the same client are converted to sent on the same date the last invoice was paid. It almost seems like an incomplete implementation of scheduled or automatic invoicing.
Comments
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Hello @sidewalkboots,
Thank you for reaching out! Unfortunately, I was not able to reproduce this issue on my end. Can you confirm whether this is happening for all draft invoices or only for invoices listed under a specific client? Additionally, has this always occurred for you, or has it only recently started?
Can you also verify whether this issue occurs when using another web browser/incognito mode?
Let us know!
-Coach Jon
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It is challenging to replicate because I need to have an outstanding invoice, recieve funds and assign them to pay of the invoice. I can confirm this is new in the past month, and that it occurred with multiple clients/projects. In both cases I assigned the payment to an invoice to be marked as paid on the mobile app.
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Hello @sidewalkboots,
Thank you for the additional information. In order to properly troubleshoot, we will need to make sure it was not a one-off issue that happened.
What I would suggest is to keep an eye out for the next time you need to pay an outstanding invoice, and if the problem occurs again, grab some screenshots/ a screen recording of the issue so that we may determine what exactly occurred and troubleshoot further.
Additionally, if the drafted invoices were marked as sent and placed in the "Unpaid" section of Sales & Billing in Quicken Simplifi, you can easily move them back to "Drafts" by opening the 3-dot menu to the right of the invoice and selecting "Duplicate invoice". Once the duplicated invoice is available in "Drafts", you can then delete the invoice that was erroneously moved to "Unpaid" after being marked as sent.
I hope this helps! Keep us updated!
-Coach Jon
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