Change default status of invoice generated from quote

  • Resolved BigJazzz

    (@jpearson)


    7 years, 7 months ago

    How do I set the default status for an invoice generated from an accepted Quote? It’s currently being set to draft, but if the client has accepted the quote I want to be able to have the invoice auto-set to “Unpaid”.

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  • Plugin Author SlicedInvoices

    (@slicedinvoices)

    The invoice will be automatically set as “unpaid” once it has been sent, so perhaps what you want is for the invoice to be sent automatically upon quote acceptance. There is a setting for this — if you go to Sliced Invoices / Quote Settings, there is a dropdown for “Accepted Quote Action”. If you set this to either “Convert quote to invoice and send to client” or “Create invoice and send to client, but keep quote”, I think it will accomplish what you are looking for.

    Cheers,
    David

    Thread Starter BigJazzz

    (@jpearson)

    Hmmmm. Would this also work with the deposit invoice? I would ideally like a situation like:

    Send quote -> Quote accepted -> Dual invoices generated (using a default split) -> Both invoices sent

Viewing 2 replies - 1 through 2 (of 2 total)
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