Modify Invoices
in progress
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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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John Gille
Please fix this ASAP so invoices can be edited after being sent. I've never seen an invoicing system with this big of a flaw, no idea how this went live without the ability to edit any and all aspects of an invoice. To accommodate clientss bookkeeping requests, I've been having to go back and refund old invoices and reprocess them with a new, corrected invoice and it's basically rendered the entire invoicing tool useless for me and my clients.
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Andreas Giannoutsos
I want to modify the invoicing/forms to include things like the EIN number. Please include that too.
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Robert Diaz
CONVERT ESTIMATE TO INVOICE: I'm baffled that this option is not yet available! A manual "Convert to Invoice" is mandatory and an automatic workflow action "Convert Estimate to Invoice" is desperately needed. Currently you can create an Invoice from a Template but you cannot create an Invoice from an Approved Estimate. Please add this!
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Robert Diaz
INVOICE PAGE ELEMENT!: We have some clients who are not trusting online payments because there is NOTHING that explains about security, cards accepted, PCI compliance, guarantee, etc. Please allow the ability for us to add an HTML element to show on ALL Invoice pages where we can show this.
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Adrian King
Yes, 100% this is needed. Some businesses have almost all their projects work this way.
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Sales & Marketing
in progress
L
Lisa Johnson
The inability to edit/modify/change anything on an invoice is not a Stripe issue nor is it whatever merchant that folks are using. This is a HL issue.
For example - if something needs modified, and hopefully there is a MANUAL payment, that payment needs to be "refunded" and the invoice voided. Then, the invoice needs to be recreated and payment reapplied. But the payment date is the current date, not the original date. This throws off all the financials and makes it extremely difficult for decision makers to understand what their business is doing since there is so much WORK AROUND to make the system function.
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Yusbel Crespo
my business require this urgently we been having to create new invoice and duplicating everything.
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Shawn Derrick
We also need the ability to add discounts to partially paid invoices. This is an URGENT need.
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Graham Admin Mattock
Just lost a client that does private events because of this - they always get people dropping out or needing to be added and need to change the invoice before final payment - they wanted to migrate from Keap which apparently has the exact same issue :(
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