GoProposal Ideas Portal

Stop 'lost' proposals generating invoices

If a proposal previously marked as 'won' is then marked as 'lost' the repeating invoice still generates and has to be stopped seperatly. A pop up reminder to delete the repeating invoice would be helpful, or even better - all 'lost' proposals would stop invoices generating all together.

  • Emily Wilson
  • Feb 28 2022
  • We're Taking A Look At This
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  • Joanne Scott commented
    March 16, 2022 17:07

    This would also apply to proposals that are prepared for specific months ie up to year end - No new repeating invoices should be generated after the year end date. Invoices should then be generated from proposals that are renewed/Gloss Reviewed.