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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.
Im with you @Shawn_AMBOSS . I just did the same thing to teach my accounts recievable person how to do it, not knowing that it would be permenate. Now I have a bunch of fake paid invoices that I cannot delete.
Agree. There are multiple use cases for this due to companies internal processes, not to mention we're humans and mistakes are inevitable. If a hard delete isn't possible, an archive and removal from reporting & views would be second place.
The only workaround I can see is in reporting > filtering out by invoice prefix + invoice number. Just not ideal overall.
Just adding my +1 to this. Setting up a Commerce platform for a client, which includes test invoices like everyone else here and shocked that I am unable to delete those invoices. What an oversight.
Hi all! Thanks everyone for the feedback and for communicating the need for invoice deletion. We are currently working on building the ability to delete test invoices, and aiming to have that launched within a month.
In the meantime, if you've got test invoices you'd like to delete before we are live with the self-service feature, please reach out to our support team who can help take care of that on the backend.
I have to be able to delete invoices - not just test ones. Just sent an invoice to the wrong customer email. I need to stop URL working or delete that invoice and I can't. I'll have to avoid using hubspot as don't want to be in this situation again. The UX needs to be improved in a number of areas including this
Hey @hubspot4747848 Sorry to hear about the UX issues. In this case, you could void the invoice which would prevent the user from paying it.
When the deletion feature is available, the primary use case is for deleting test invoices, but the feature can be used to delete any open invoice such as the one in your example.
Ethan, you said: 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?
I just tested on my end and as long as there isn't a payment associated to the invoice you can delete it! Huge step in the right direciton.
Payments that have been "manually applied" can be deleted and the the invoice can be deleted. The invoice can NOT be deleted if a HubSpot Payment was added to it via being paid with HubSpot Payments or the Stripe integration.
You have to enable this feature in the settings, just the same as allowing users to edit open invoices.
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?
I have a customer who needs to void a paid invoice because the identification number he used does not match the current serialization in his system (Ex.: INV-1002 vs 1002), where all his invoices are identified by four digits only. From the comments I see here, and from his experience, this is possible in Quickbooks Online, but not in HubSpot and that is a major pain point for his case
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?
We need to be able to delete invoices no matter the status (active, failed, void), we need to be able to delete failed payments, we need to be able to expire/delete subscriptions no matter the status. There are so many use cases where I need this functionality!
In invoices if we enable persmission it shows all invoices to all sales memebrs. We want to restrict it to their contacts/companies only. How can we achieve it?
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