Modify Invoices
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Jakin Harper
Quotes/estimates are subject to change. Can we, especially on partially paid invoices, modify the total outstanding?
Example:
Job quoted > Invoice (30% deposit) paid > Job started > Tech recognizes other work required to be done & informs client > Tech modifies invoice to include additional costs incurred > Job completes > Client sent modified invoice to include additions.
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Jakin Harper
How sweet would it be if AI could update existing invoices depending on customer/staff comments? (would probably be best to send draft to staff to confirm before sending to customer)
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Julie Del Cueto
Very common in our businesses as well for prices to adjust after a deposit is taken on an invoice. If we can't change a product line, it would be an easy workaround to be able to add a line (could be add'l service or add'l discount). We need also to edit names, add a company name, add a note.
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Jakin Harper