Disable creation of draft copy in invoice

Disable creation of draft copy in invoice


How to disable the creation of a draft copy of an invoice in Settings.

Settings > Search draft > Invoicing_Can CreateDraftCopy marked as No.

 

Expected Outcome : The Create Draft Copy option is missing.







If Settings > Search draft > Invoicing_Can CreateDraftCopy marked as Yes.

Expected Outcome : The Create Draft Copy option is accessible. 

    • Related Articles

    • INVOICING - Void an Invoice & Invoice Lock Down

      VOID AN INVOICE You can only void an invoice that is in Draft. If the invoice is approved or sent then you would need to create a credit note against it and re-create a new invoice. If the invoice has not been sent to your customer, after you create ...
    • Invoicing - Emailing an invoice to multiple contacts

      Introduction Multiple contacts can be flagged as ‘invoice defaults’ against a customer record to be included when an invoice is emailed out. From the ‘Customer Details’ screen, make your way down to the Contacts section. Here you can easily see what ...
    • Automatic Invoicing

      Introduction Automatic invoicing can be configured to happen on order acceptance or on dispatch. Invoices can be created at draft or approved invoice statuses. If they are approved automatically, the next steps can also be controlled by the ...
    • User Access Control (comprehensive article)

      Overview The process of setting up roles and positions in IQ has evolved over the lifetime of the software and is very adaptable and customizable. Understanding how the different elements of positions, roles, menus and back end settings work together ...
    • Invoicing Mode

      Invoicing can be configured to prompt the user to choose the way the invoice is to be structured. With this configured you get a confirmation modal before creating an invoice which asks how you would like to invoice. You can set different invoice ...