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.
13 Posted by Ben Berwers on 18 Nov, 2010 11:50 AM
Just now I am evaluating the On the Job program and want to buy it because it is perfect for me!
But ..... I cannot change the invoice date when I am making an invoice for the date 28-05-2008 (looking if it is possible to bring in my old invoices).
It still shows 28-01-2008.
Could someone please tell me what is wrong.
14 Posted by Ben Berwers on 18 Nov, 2010 02:40 PM
Sorry, my question is over as I changed the date settings and instead of a date field I put in text for the month. No wonder that it did not change!
15 Posted by Kelvin Young on 19 Nov, 2010 06:52 AM
What about the ability to add jobs to already created invoices? That would solve the issue of mistakes and missing items.
Support Staff 16 Posted by Dan Messing on 25 Nov, 2010 09:30 PM
I think having some sort of "refresh invoice" button might solve this problem - recreating the invoice based on the job it was originally created from. I'm not promising this as a feature, just curious if anybody has any thoughts.
17 Posted by Kelvin Young on 25 Nov, 2010 09:56 PM
Hi Dan,
That is EXACTLY what I need. I am sure this would be a great feature that will benefit a lot of people. Thanks!
18 Posted by Ben Berwers AHSG on 26 Nov, 2010 07:13 AM
Dear Dan,
Thanks for the reply. First I must say that I like "On the Job" very
much. It's very flexible, especially for a one man's company like mine.
Hope it will improve even more.
Maybe I have another tip for you. As small company (I am 71), building
a limited number of websites a year, I do not want customers to know
how many invoices I sent. That's why I increase the invoice number
every time with 5 or something else. Is there a possibity to make this
a flexible option in Preferences in the future?
Best regards,
Ben
Ben Berwers
Adhoc Support
***@adhocsupportgroup.nl
tel. 0621-710711
Support Staff 19 Posted by Dan Messing on 26 Nov, 2010 09:46 PM
Hi Ben,
Interesting suggestion - thanks!
Dan
20 Posted by Will Courtney on 17 Jan, 2011 08:04 PM
I, for one, will chime in on this idea of refreshing/updating invoices on the fly.
I assign project numbers for use in invoicing to jobs as they come in. Often times, I'll received a job request from a client that may take a month to finish. Soon after, I'll receive a job request from the same client that may only take a week. So job number two is completed and billed before job number one is completed.
Since On The Job assigns the invoice number at the time of invoice creation, if I'm billing a finished job that came in after a still in-progress, but earlier received job, the invoicing numbers would be reversed if I use the invoice numbering scheme feature.
Creating the invoice at the start of the job and then being able to update it on the go would allow me to assign the invoice a number in the order the jobs are started, not having to wait until the job is completed to do so.
Overall, the new version of On The Job has been a tremendous overhaul on the previous version and I didn't hesitate to purchase it, however, I find the new invoicing methodology limiting in its current implementation.
21 Posted by jamie on 01 Feb, 2011 04:29 PM
I agree with most people in here. I love the app but am becoming quickly frustrated with the having to "delete the invoice" and then having to go back into my invoice numbering system and go back one. (which is the only solution right now I'm assuming???)
the thing I'm finding more frustrating is that the software will randomly forget some of the information I've put in the job. ie ... I will fill out all of the details and then when I click "create new invoice - for this job" ... the description will show up as "Untitled Item" even though I HAVE already put in a detailed description.
any one else having this problem?
Support Staff 22 Posted by Dan Messing on 02 Feb, 2011 03:31 AM
Jamie,
This isn't an issue we're currently aware of. Is there any pattern to it you can see? For instance, is it always the item that you have most recently updated that shows up incorrectly?
Dan Messing
Stunt Software
http://stuntsoftware.com/
23 Posted by jamie k. aplin on 02 Feb, 2011 05:10 PM
hey Dan .... thanks for your response.
again - I love the app - it's great.
the issue ONLY seems to happen with 'descriptions' or with 'pricing'
only things that get filled out with a new invoice.
everything with the existing invoice template layout ... is fine.
any input you have would be great.
cheers
jamie
Support Staff 24 Posted by Dan Messing on 04 Feb, 2011 03:08 AM
Jamie,
I've never personally seen this behavior. Try switching away to a different job and back before creating the invoice to see if that helps. If not let me know.
Dan
25 Posted by jamie k. aplin on 07 Feb, 2011 03:52 PM
I'll keep you posted on this ....
26 Posted by jamie k. aplin on 11 Feb, 2011 04:20 PM
I just ran into another problem.
I was creating a new job and added in some "notes"
then when I "created a new invoice" - the notes didn't show up.
everything else did ... but not the notes.
and when I go BACK to the job section ... the notes are gone there too.
suggestions?
27 Posted by Will Courtney on 11 Feb, 2011 04:34 PM
@Jamie:
I had this issue last night, here's what I think I did, when you're done keying in the note, hit return, then click out of the note field. You'll see a note icon appear in the invoice row. It should then appear in the invoice. I hope that works for you!
28 Posted by jamie k. aplin on 11 Feb, 2011 05:07 PM
thank you ... however I just ran into another issue.
I made an invoice today and the date is reading 'January 11th' instead of February 11
I've tried to change it but it won't change.
is there soon going to be an updated to help resolve these issues?
thanks in advance
cheers
jamie
29 Posted by jamie k. aplin on 11 Feb, 2011 05:09 PM
an update ..... on that last one regarding the date.
I can change the actual NUMBER of the day (ie the 11th)
but I can't change the month.
should it not automatically detect what month, day, year it is?
that seems to be the way it was working in the past.
30 Posted by jamie k. aplin on 11 Feb, 2011 05:12 PM
ok .... I seemed to have resolved the date issue and I believe it was my fault for not correctly setting it up in the first please.
I do apologize.