Delete or void Invoices (don't make mistakes permanent)

HubSpot Ideas
, , ,
9

Hey @ethankopit,
It’s great to hear that there are some plans to make creating and editing invoices easier before they’re fully paid.
Here’s an example of how QBO allows you to edit fully paid invoices to add line items, etc.
https://video.roofingbusinesspartner.com/watch/nTqZcXcYgrXVGc9ST1ByL2?
For our use case there are 2 major priorities.

  1. Deleting of manually created payments (thus allowing the deletion or editing of invoices that have incorrect values)
  2. Editing of invoices as outlined in QBO, (scope increases such as change orders) so the customer has one running tally of the whole scope of work we are to provide with them.

Thanks fore the update! I’ll look out for updates and feel free to reach out if you have any additional questions related to the QBO stuff I shared.