I would like to be able to create temporary invoice with option to convert to permanent or delete without interrupting the invoice number seq.
I know which client I have to visit every day. I would like to fill in all the items before I visit the client. So when I get on site I simply make the temporary invoice to permanent, do some adjustment and send,
But if client decline service, I would like to be able to delete the temporary invoice without effecting the invoice seq.
How about using the estimate and allowing the customer to click the ‘accept’ button. When he does that an invoice will automatically get generated. Thanks.