It’s in the name: Don’t make mistakes permanent. If you mark an invoice
paid by accident, you cannot fix it. If you apply a payment by accident,
you can’t correct it. If you put a payment on the wrong customer, it can’t
be undone.
What if the invoice is paid, then the check the customer wrote bounces. It
goes into your account, then is removed. So the invoice is no longer
paid. You unnecessarily have no way to fix this. We also have no way to
edit a partially paid invoice at all. There are lots of reasons for this
too. We want to add a new line item because of a change order. Someone
found more work while doing the original work. This is the case for almost
any possible type of project.
You take your car in for an oil change, and they find out you need an air
filter. You are putting on a roof, and you find out there’s lots of rotted
wood. You are painting and find mold. Most professions take a deposit
before starting work. The blockages placed on invoices make it impossible
to properly bill people.
What if you went to the grocery store and while the cashier is ringing
things up, you decide to add a pack of gum. But the cashier says, no
sorry, I already started, you will have to do a second order. You are
going to put the gum back.
There are multiple purposes for this request. Can you give 1 reason this
should NOT be possible? The question here should be asked, why did we not
allow this in the first place? Every single Accounting software allows for
it, so why is HubSpot putting restrictions that accounting softwares don’t?