Adjustment of the invoice date for outgoing invoices
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Boris Wieber
Currently, when creating a draft invoice, the invoice date is automatically set to the day it was created and then remains unchanged. When I create the draft and don't finalize the invoice until a few days later, people often forget to manually update the invoice date — it stays on the original draft date. My suggestion: The invoice date should automatically be set to the current date when the invoice is finalized — or at least there should be a reminder or a message to check the date. This would prevent outdated billing data from being sent by mistake.
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Boris Wieber
Hi, I've now discovered the function and missed it the last time. I find this function sufficient in itself, it could possibly be highlighted in color more as a “disturbance”. Thanks for your feedback. Best regards Boris
Arne Semmler
Boris Wieber As Jan Holländer has already written, when switching from draft to “confirm”, projo shows this preview with the “Adjust date to today” option. Isn't that enough? Is this button being missed?
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Jan Holländer
Projo then asks whether the invoice date should be changed to “today,” right? At least that's how I know it.