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turbo124 avatar turbo124 commented on July 25, 2024

The system is designed to calculate the next applicable email template. If you want the initial email to send, you'll want to leave the invoice in a draft state.

from invoiceninja.

shurushetr avatar shurushetr commented on July 25, 2024

Wait what?
Does this mean if I leave a bunch of half baked invoices in draft state, system will dispatch them via email automatically? (no scheduler setup, only the time set in the "email settings" section)???

This is not clearly stated in the lifecycle
image

from invoiceninja.

turbo124 avatar turbo124 commented on July 25, 2024

@shurushetr

Run this test:

  1. Create an invoice.
  2. Leave it in a draft state
  3. Schedule the invoice to send at some time in the future

The result should be that the initial template is used when sending the email.

from invoiceninja.

shurushetr avatar shurushetr commented on July 25, 2024

I get that draft is going to be emailed. I'm so glad I never left a draft to hang around for a while.
image

My understanding was that if it is a draft - it is not ready. Especially not ready to be emailed to client. This makes sense in every other system. Am I alone in this?
Regardless, there shoudn't be a confusion created when system automatically sends invoice (again, there is no scheduler setup, only in the email settings - set time, that is non removable).
image

If the DRAFT document will be automatically dispatched, it shouldn't be called draft at the very least... "Ready for dispatch" or something.

Thanks for closing the ticket on a weekend, I don't think it should've been :)

from invoiceninja.

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