Modify Invoices | Voters

Modify Invoices

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.

July 25, 2024

Shawn Derrick

We also need the ability to add discounts to partially paid invoices. This is an URGENT need.

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 :(

Steve Kostrey

Yes I need this so bad! Please add now!

Shawn Derrick

Need this ASAP. Right now all we can do is record a manual payment but it shows as income and skews book keeping. Please fix this!

Sales & Marketing

Merged in a post:

Need to Edit Invoices

Julie Del Cueto

We need the ability to edit invoices - we may change a due date, or add an additional service, or negotiate a discount when we arrive for a job, or need to change the name of the person/company on the invoice. Many examples.

September 30, 2024

Sales & Marketing

Merged in a post:

Partially Paid, Final payment due date

Jakin Harper

When allowing partially paid invoice, we need the option to have a final due date.

This would be especially useful if we can set the final due date via WF.

September 30, 2024

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)

Robert Harrison

This is a CRITICAL change that must be made. If you have a customer on a payment schedule and they cancel contract - there is no way I can see to void only the unused portion of the invoice or make an adjustment. If anyone knows a workaround even please leave a note here.

Yajahira Velazquez

I want to be able to edit the product, it's price, title everything on the mobile app.

Brandon Mckee

Yajahira Velazquez yes!! This is a huge pain currently for clients that don’t have fixed prices in services. Need the ability to change price as every service for them has a different price. Contractors like roofers, concrete, landscape exc.

Marcus Moore

Agreed.. need to be able to edit price on individual products not just discount the entire purchase. Sometimes there is an increase in the price on a product

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