Delete or void Invoices (don't make mistakes permanent)
This is a huge issue and there seems to be no reason for it. It is impossible to Delete or Void an invoice after a certain point. If an invoice is accidentally marked paid it's locked. You can't delete it, void it or unassociate it, so it is just permanently **bleep** up. This is unacceptable. Nothing should ever be impossible to undo. I have clients now that show multiple paid invoices because one was marked paid with the wrong amount. So a new one was created with the correct amount and now they show double paid. To not be able to correct this is absolutely laughable.
@BEastom8 I hear you, and I think your point about not making mistakes permanent is a good one. In the case you described above, we would allow you to create a manual payment object for the check, then delete it when the check bounces, then create a new record for the bank transfer once it was processed. The mistake would be able to be corrected. This is not possible today, but it will be very soon. We actually have a beta launching this week for manual payment creation/deletion if you would like to try it out.
Can I ask you what value it serves to VOID a paid invoice? What information does that communicate, and under what circumstances would you VOID a paid invoice?
Hey folks! Product manager for the HubSpot Invoices team here. I've got two updates here for you that might be interesting:
1. We're currently working on enabling you to edit finalized (i.e. OPEN) invoices, so hopefully that reduces some of the pain associated with making an invoice, then having to VOID it in order to make changes. We'll make a big announcement when that feature is available, though I expect it will land sometime in Q1'24. You will also have a setting to prevent anyone from editing invoices, if you would prefer.
2. I wouldn't expect editing PAID or VOID invoices to be a feature any time soon, however we will eventually build a way for you to remove payments from an invoice, which would enable it to be edited, then the payment could be reapplied (or not). Manually created payments will also be deletable. This behavior matches what we see in other billing/accounting systems, and we feel that invoices should not be created until a customer has agreed to pay.
I hope that's interesting to y'all. Let me know if you have feedback. Keep an eye on the "Product Updates" tab (click your profile --> Product Updates) for announcements about Invoices. We'll announce the features there.
- Customer needs to pay for the invoice but now if they pay I can't reconcile it to the payment so now the invoice will be paid AND I will have an unreconcilable payment i.e. my income will be double counted
