Void Invoice
Quickbooks gets sync'd with the invoice, if an invoice for any reason needs to be deleted then we are left with a record in QB but not CRM. We think that having a void function would allow us to still find that invoice.
cteagardin
shared this idea
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Richie Schut commented
I was a bit surprised that this feature is not already included.
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Ryan (CTO, Pinellas Computers)
commented
Shout out to @Daniel
I think this kind of ties into a previous request I made for "Deleted tickets/invoices/etc":
http://feedback.repairshopr.com/forums/165658-general/suggestions/6354661Also, this recent one about audit reports for deleted/voided items:
http://feedback.repairshopr.com/forums/165658-general/suggestions/8780491What do you think?
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Daniel Koster
commented
Not sure if this comment will go anywhere since it's a "completed" request, but I'm adding some votes here. I have an invoice that was emailed to customer and now needs to be voided. I don't want to delete it since the invoice number is still valid and there may be confusion in the future if the customer is going over old invoices. QB can 'void' an invoice and change it to a $0 paid invoice. I'd like to see the same on the RS system.
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Coby Poluk
commented
This is really an important feature. Why do we still not have it?
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Matt Jones commented
Any updates here?
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John
commented
Would like to see this live soon ... having to delete the invoice and have no record of it isn't a good way to manage historical information. THANKS!