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Covid19 needs

The current invoice set up does not have the ability to move an invoice from one date to the next. I use the "Title" option on the invoice to write the Reservation dates for my motel customers. It would be quite spectacular if, for all these folks who are moving their reservations until later in the year or to next year, who have already paid deposit, or deposit plus balance to have an invoice that can be edited AFTER THE FACT. At this point, I have to duplicate the invoice, send them an unpaid copy of their invoice, then access the "Payment" point of the invoice to edit the Title line and mark payments received. This creates a double invoice for my taxes and I now have to deal with that. I would like a feature in which the invoice can be edited after monies have changed hands to reflect the new dates and status.

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@Steenie - Although you cannot edit an invoice if the full balance has already been paid, I definitely see why you need this option more than ever due to extenuating circumstances brought by Covid. To be honest, I'm not sure if implementing such a feature is down the pipeline but things can change. Nonetheless, I'll surface your post to our Product Team for consideration. 

 

As for partially paid invoices, you can edit the title and the due date by selecting the Invoice and clicking Edit near the bottom. The next screen will view invoice details as well as the Title field to edit. Scroll down  on that same page and hit the blue Edit Payment Schedule hyperlink to adjust the due date for the remaining balance. 

 

I hope I'm on target. Let me know if I'm not understanding your issue! 

 

Justin
Community Moderator, Square
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