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Modifying a "Sent" Invoice

mschulte
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

It would be nice to have a "failsafe" warning when attempting to modify an invoice that has been sent. (emailed or printed and marked as sent). Something like...Warning you are attempting to modify a sent invoice. Are you sure you want to continue? Y/N

1 REPLY 1

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

@mschulte that's a great suggestion to post on the  ideas page. Can't have enough guardrails around something like invoices or customer statements.

 

 

Sheena @ NiFT