This is an overview on how to disable the draft on individual invoices.
1. Select the Invoice
Select the edit pencil next to the invoice that will not be drafted.
2. Disable Draft
Under Automatically Draft This Invoice When Due, select Turn Draft Off.
A box next to the invoice will display DON'T DRAFT as shown above. If not paid by the due date, this will go past due and will follow collection rules set in club.
Frequently Asked Questions:
Will turning off the draft on the invoice turn the draft off on the agreement?
- No, it will only turn the draft off on the individual invoice. To turn the draft off on the agreement you will navigate to the Agreement Summary.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Customer Management : Payments Related: Can view client billing information
- Customer Management : Payments Related: Can edit unpaid client invoices