REQUEST: We need to be able to edit the association between payments and invoices.
USE CASE: We have a client who has incorrectly associated an old payment with a new invoice. This payment is 2+ years old and is from a totally different client. They can’t use this new invoice as it shows partial payment, and they can’t delete it becuase there is a payment associated with it. They also can’t move that payment to associate it with the correct invoice.
BUSINESS IMPLICATIONS: They’re going to have to create a new invoice and this old one will live here forever and mess up all their reporting. They can’t move that payment to the correct invoice which compounds reporting inconsistencies.
HUBSPOT SUGGESTION: “Refund the payment and recharge the client so you have a new payment on the correct invoice” <-- not ideal!! Especially as this payment was from years ago from a project they don’t work on anymore.