Can I edit an invoice after it has been created?
I'd like to be able to edit an invoice after it has been created. The software doesn't appear to have that ability. I have seen it suggested that it's best to delete the invoice and create a new one. I have automatic numbering in use. If I delete and create a new one, the number still increments. Now I'll have a whole in my invoice order.
So, can we get some simple editing options?
Great software by the way!
Support Staff 2 Posted by Dan Messing on 28 Jan, 2010 07:44 PM
Hi Brian,
You can't edit an invoice once it has been created. You're right about the invoice numbering option and we are working on some plans to address both issues.
Thanks for the feedback!
Dan Messing
3 Posted by Max on 03 Feb, 2010 11:25 AM
I have been looking for a simple invoicing solution for my new business and believe this is a must-have feature. So far I've not found a decent solution that will also let you edit invoices after they've been created. So if you guys can implement an edit option I am sure you'll get more customers - including me!
Support Staff 4 Posted by Dan Messing on 03 Feb, 2010 07:20 PM
Max,
Just out of curiosity, what types of edits do you need to make to already-created invoices?
Dan
5 Posted by Brian DeCicco on 03 Feb, 2010 07:29 PM
I'll add to this: I'd like to edit the job titles which might lose meaning while not in the context of the application. And the invoice date. And the description.
Support Staff 6 Posted by Dan Messing on 04 Feb, 2010 02:13 AM
Makes sense. I just wanted to let you know that you can actually change the invoice date currently - just click the Invoice Date button in the dark settings area when an invoice is selected, change the date, and it should be reflected on the invoice.
7 Posted by Max on 04 Feb, 2010 08:31 AM
There are many reasons why one might want to edit an invoice, an error on my part, last minute additions or changes to a job after you thought the work was done, the client might disputes the final bill and a reduction may need to be made. To name a few. I guess one could always delete the invoice and do a new one, but if you are using specific numbering system, it gets messed up.
8 Posted by Brian DeCicco on 04 Feb, 2010 12:18 PM
I suppose you could pick whichever is easier - build in the ability to edit an existing invoice or the option to retain the proper number when deleting an incorrect invoice.
The latter sounds more sensible to be. Hit delete, get a pop up dialog that asks "Do you want to delete this invoice's number or retain it?" That way if you delete an invoice in the middle of a pack of invoices it doesn't screw with the others. On the other hand, what do you do then when you need to recreate the invoice to go back in the same slot? Hmmmm...
9 Posted by Kim Dobson on 15 Mar, 2010 05:35 PM
How about a "rebuild selected invoice" button or menu item? It could retain the original invoice number...
Support Staff 10 Posted by Dan Messing on 15 Mar, 2010 06:32 PM
Kim,
We are also thinking of something along those lines - the ability to just update the invoice without having to delete and create a new one.
11 Posted by Shane on 23 Mar, 2010 04:39 PM
I just need to delete invoice that added in a job that should not have been there.
Is that possible?
Support Staff 12 Posted by Dan Messing on 29 Mar, 2010 03:40 AM
Yes - to delete an invoice just right-click (or control-click) on the invoice and choose "Delete Invoice" from the pop-up menu.