Hey @Brandagic_jF - you can just delete it if there are no payments on it via Sales > Invoices. If you've sent it out the customer already, I'd also recommend following up with them to let them know the invoice has been cancelled (if they haven't been informed already).
@samd It would be useful to be able to cancel invoices, rather than delete them to have record of it for future reference should the sale go forward in the future or one needs to reference it.
@keepbk if you need to write off an invoice that will not be paid, you can also treat it as bad debt and write it off. Or did you mean something other than a scenario where a client no longer intends to pay?
@Charlotte You're correct on the latter. It wouldn't be a bad debt. It would simply be that a customer changed their mind or perhaps the products/services have changed. I understand you can edit an invoice, but when it comes to very specific, custom work (rather than an item SKU), it becomes important to keep a record or have the ability to "turn that invoice back on". Thus far, I've been downloading PDFs of such invoices and keeping them as records, but it would be nice to have them in the system. Thanks.
Hey @keepbk! Thanks for providing the insight on how you are treating these specific unpaid invoices with the workaround. The only current option (as you know) is writing them off as bad debt, but in some instances, this simply doesn't work for our users so I appreciate the feedback you've given us here.
Hey @Philll! If you delete the invoice entirely before the customers pays it, the link they have to the invoice will no longer work. They will receive an error if they try to open it up! Hope that helps
Brandagic_jF
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Hey @Brandagic_jF - you can just delete it if there are no payments on it via Sales > Invoices. If you've sent it out the customer already, I'd also recommend following up with them to let them know the invoice has been cancelled (if they haven't been informed already).
@samd It would be useful to be able to cancel invoices, rather than delete them to have record of it for future reference should the sale go forward in the future or one needs to reference it.
@keepbk if you need to write off an invoice that will not be paid, you can also treat it as bad debt and write it off. Or did you mean something other than a scenario where a client no longer intends to pay?
@Charlotte You're correct on the latter. It wouldn't be a bad debt. It would simply be that a customer changed their mind or perhaps the products/services have changed. I understand you can edit an invoice, but when it comes to very specific, custom work (rather than an item SKU), it becomes important to keep a record or have the ability to "turn that invoice back on". Thus far, I've been downloading PDFs of such invoices and keeping them as records, but it would be nice to have them in the system. Thanks.
Hey @keepbk! Thanks for providing the insight on how you are treating these specific unpaid invoices with the workaround. The only current option (as you know) is writing them off as bad debt, but in some instances, this simply doesn't work for our users so I appreciate the feedback you've given us here.
@JamieD Thanks for the response.
I've sent an invoice but client hasn't paid in time so going to cancel booking but dont want them to be able to pay it still?
Hey @Philll! If you delete the invoice entirely before the customers pays it, the link they have to the invoice will no longer work. They will receive an error if they try to open it up! Hope that helps