Save Invoices before sending


#1

Hi,

I like to prepare invoices in advance and send them with a more personalised email direct from my email account. I cannot see how to save a created invoice without sending it first and cannot send just to my email account without my email appearing on the invoice in the recipients address section.

Otherwise I like the invoice tool, it is simple and creates good looking invoices. An option to create standard items that you can choose quickly instead of writing out each time would be handy too.

Thanks


#2

Hi @robjos1, personalisation is something many of our members are adding to their wish list. As a result, we’re currently exploring options to give members more control over this.

As it stands, our invoice feature doesn’t allow this but we aim to create more flexibility in the coming months.