When an invoice is manually generated for a proposal before that proposal has been accepted, it can interfere with the deal card's natural progression through the pipeline. Normally, once a proposal is accepted, the system automatically moves the associated deal card into the Jobs Pipeline - but, if an invoice already exists tied to that deal, the system won't recognize the acceptance as the trigger to move it.
Please follow the steps below to fix this issue.
1. Open the Command Center by Clicking the Deal Name
2. Click on 'Invoices/Payments' and Open the Invoice
3. If You Scroll Down You Will See When the Invoice Was Created, This Date Should Not Be a Date Before the Proposal Was Accepted.
4. Click on 'Void Invoice'
5. Click on 'Save'
6. Click on 'Yes, delete it!'
7. Click on 'OK'
8. Make Sure to Click on 'Delete Invoice' Too
9. 'Successfully deleted invoice' Banner Will Appear at the Top
10. You'll Be Taken Back to the Proposal, So Click on 'Approve Without Signature'
11. Click on 'Confirm'
12. Now the Proposal Will Show as 'Accepted'
13. Let's See if the Deal Card Was Moved to the Next Stage by Clicking on 'Jobs Pipeline'
14. Deal Card Will Appear Under 'Project Accepted' Stage
Now the generated invoice will match the proposal acceptance date, letting you know it was automatically created after following the described DripJobs process
If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.