The answer from Jen_D is a great solution! I can clearly see which invoices have been sent this month of all the ones I have made.
@JetUSA wrote:
As a contractor this is a really big issue for me. I have recently transferred all of my data over from Wave to use QBO as it was instructed by my accountant. This is a major issue!
For small one off work orders I could previously create a draft invoice and that number was locked in to be able to viewed as a draft and followed up on. This is not the case in QB. Draft invoices are not easily identified within the invoice list and I now have to proceed to each invoice and manually drill down or generate a report. I simply do not have time to perform an audit every day to determine which work orders have not been completed or invoiced. I cannot express further that this is unacceptable. To say the least it is time consuming and inefficient.
The work around previously described involves creating an estimate. However, if an invoice is created while the estimate is waiting in the estimate section this causes the estimate number to then proceed to the next invoice number available when the estimate number is converted to an invoice. This makes that work around worthless to me. This is not acceptable for job tracking.
Invoices should clearly be displayed as draft or not sent on the invoice dashboard. Invoices should not be listed as due when it hasn't yet been sent. This absolutely needs to be remedied. This issue will continue to cause problems and inefficiency.
