Create workflows for invoices
Jobs, contacts and work orders have customizable workflows with user created statuses. If invoices had this feature, it would provide a critical reporting element for different segments of clients/invoices.
A good example would be having a subset of invoices that are in 'Collections' status for delinquent invoices so they don't clutter up healthier AR.
5
votes
Matt Mcgraw
shared this idea
-
Keith Graham commented
This would allow us to focus on invoices past due, and take them out of the daily routine and put them in another category of accounts receivable.
-
Bryan Radtke commented
I think this would be pretty helpful.