Thanks to our latest update, the invoice created from the proforma invoice will inherit the proforma invoice notes and can automatically be marked as paid, in addition the proforma invoice table has been expanded with several new features!
Billing / Invoice Generation
- It is now possible to set whether the invoice should be saved with a paid status upon issuance.
- The paid status is automatically set when the payment method is changed.
Payment Requests / Invoicing
- If an invoice is created from a payment request, a default note (modifiable during invoicing) referencing the original invoice ID will be visible on the invoice.
- If an invoice is generated from a payment request, the note from the payment request will also be included on the invoice (modifiable during invoicing).
- In the payment requests table, if there are invoices issued based on the payment request, and the total amount matches that of the payment request, the system will not offer the option to issue an invoice / advance invoice to avoid duplications.
- The system will display the payment request as paid if the sum of the invoices generated from the payment request receives a paid status. Otherwise, it will display all related invoices and indicate which are paid and which are unpaid.
- When creating an invoice from a payment request, the system automatically suggests creating the invoice with a paid status.