Allow an option to edit invoices without refunding the payment
It can be difficult attempting to do an even exchange of products because the current setup requires either deleting the payment or completely refunding the payment to be able to change the product on the invoice. I need the option to be able to reopen the invoice for modification without messing with the payments. With the current method, it screws up our accounting at the end of the day.
3
votes
Andre Klass
shared this idea
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Ryan (CTO, Pinellas Computers)
commented
@Andre: You can use "Payments - Clear/Unapply" for this (see Admin>Security Groups). After you clear a payment from an invoice, you can edit the invoice line items, and then re-apply the same payment without refunding or deleting it. You can see the option to clear payments when you click on the date next to the payment on invoices.