On Hold invoice number
When you start a hold, their should be a separate number AND batch for holds (just like how quotes works) so that when you create an invoice, the numbering system doesn't skip. Also, so the date is correct when the hold is finally transferred to an invoice status.
This request has been submitted for development.
Some of this functionality may also be handled more appropriately in our new Denali Job Cost Module, which is currently under development.
More information will be available regarding this in early 2015.
Aaron Prothero commented
Still waiting for this :) It's early 2016 now.
Karen Brooks-Hodges commented
This may come in handy within our organization also. We have a trailer and fill it with materials. These are on a hand written ticket so not taken out of inventory. They use what they need on location which could be a month and we pick up the trailer and only then invoice what they used.
Meanwhile if there was a Hold Invoice as stated, it possibly could keep our inventory correct and then we could credit the parts that had been returned before invoicing. I don't know if this would be the same type of thing because ours would be in Work Order and not a "true" invoice yet?