• From: Netherlands, Amsterdam
  • Registered: 03/06/2011
  • Posts: 111

Topic: Preview invoice

Is it maybe possible to add the "preview invoice" feature? So that it will be possible to view the invoice (in pdf) how it will looks like (maybe with DRAFT or something like that thourgh the invoice).

This button can be localised next to the "cancel invoice" and "process invoice" button in the invoice entry screen.

I hope it will be possible.

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,089

Re: Preview invoice

This would require a new report, because the existing invoice is based on the debtor_trans record that is created when the invoice is saved.
If you don't like the print-out you can always edit the sales invoice in customer transactions. And print it again.

/Joe

  • From: Nicaragua, Leon
  • Registered: 05/12/2012
  • Posts: 74

Re: Preview invoice

I would agree with Erwin that a preview invoice would be nice.  For use in a hotel application, most hotels let the client see a draft of the invoice first (and sometimes ask him to sign it) before creating the invoice.  If the client does not agree, then it will be necessary to create a Credit Note for the same amount, and then create a new invoice. The only way around it in the present setup is to first create an order, and print this out as the draft invoice for the client to see, and possibly modify this if errors have been made. When he agrees, the next step is to deliver the order, and finally make the invoice.  Then comes the actual payment (normally cash or credit card), which will be one more operation.  All-in-all 4 operations. The whole procedure is, however, a bit too heavy.  So the draft invoice would be nice in the "direct invoice" option.

thorbjornw's Website