I rely on recurring invoices entering a draft state before being emailed so I can add details to the invoices via tasks. It seems like this functionality is present in V5, however, it doesn’t seem to work.
Settings → Workflow → Invoices → Auto Email is currently disabled (and has been). At the top of the hour invoices get generated and sent immediately. I’ve tried to toggle the Auto Email setting on / off several times and the emails are sent regardless.
There are no overrides in groups / clients. It should be globally disabled. I did note that overrides at the client level have a dropdown with 3 options: Use default, Enabled, Disabled but the global workflow settings just have a toggle. Perhaps the toggle being off isn’t translating to ‘Disabled’?
Do you have an idea when that would be? Hindsight says I shouldn’t have migrated at the end of the month when invoicing is due, but I spent too many hours filling up tasks in v5 so turning back and remigrating later would burn that effort.
I think this is live now as an invoice just got generated and the logs don’t show it being sent. The status field displays ‘Sent’ however. For invoices generated but not sent, can the status be set to ‘Draft’?