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Status Awaiting Review
Categories iFinance
Created by Guest
Created on Sep 4, 2025

Sales Item Invoice Segregation

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it.

We have a lettings manager who provides us with the total amount to invoice letting clients for use of our facilities. If they had the ability to raise the Sales Invoice in a draft form, save but not post.

Finance would then review it for VAT etc and then post.

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