First, I like this product very much - it is EXACTLY what I was looking for - no frills, but still a complete working system. It is visible a lot of thinking was invested in making this usable and friendly. Thanks a lot!
Due to business/tax considerations, I produce pro forma invoices (which are not valid for tax payment, but are used in communication with the customer), and upon payment, I produce a "real" invoice and send it through. I have managed to create pro-forma template, but I am unsure what to do when I need the real invoice - do I just edit it and modify the template and the date (and lose some history), or create a new invoice, based on manually copying the pro forma?
hi, I think, and what I am doing, just create 1 'document', then switch it around between proforma, invoice, DO, quotation as you require, it just change different templates to the same documents...
The problem I am having now is backend accounting, like 'invoice' 1-10 is actually all quotations only, and 11 was changed to an invoice. So only invoice 11 is traxable or accountable, but the system does not differentiate anything.
then when they are real - just edit the invoice and change the invoice preference from proforma to invoice
this should do what you want without having to edit the invoice template files
@ron - your problem should be resolved with the next release of Simple Invoices - quotes etc.. can have different ID ranges to invoices and be set as 'draft' so they don;t appear in the reports
