Author Topic: restrict editing invoices possible?  (Read 532 times)

0 Members and 1 Guest are viewing this topic.

Offline andreasb

  • 1
  • 0
  • New Member
  • *
restrict editing invoices possible?
« on: November 08, 2015, 06:11:00 AM »
Hello,

I am thinking of going with their system, but I need to know that I cannot edit invoices.
Basicly because that is strictly forbidden in my country.

Only way to negate an invoice is by using a credit note.

By the way, this piece of c*** verification is driving me insane. I had to use 10 minutes only to get registered because it would not accept the answer I gave it.

Spell hostbillforums.com backwards.: --->moc.smurofllibtsoh

EDIT: wow, it actually worked this time. I wrote the same 5 times while trying to register.
Wow.. And now I need to type in verificiation again... Let me let you know, I will not be a future user of these forums if I have to do this every time I make a post.
« Last Edit: November 08, 2015, 03:17:29 PM by andreasb »

Offline tallship

  • 614
  • 19
  • Active Participant
  • *****
  • Manager Network Services
    • Skype - tallship
    • Business Internet and Telephony since 1985.
Re: restrict editing invoices possible?
« Reply #1 on: January 10, 2016, 03:54:12 PM »
I think that invoices can indeed be edited, as they should be, and let me provide an example for you.

Let's say that you go through the estimate/proposal phase with a potential client. After a few rounds back and fourth they eventually settle on a plan for implementation, click, and then this converts the estimate into an accepted invoice.

But then suddenly, the customer realizes that they really don't wish to purchase one of the itemized items, or want an extra license or two while purchasing software, since the invoice is still in 'pending' status, it should indeed be able to be modified.

Once it is paid, then the job/contract begins, and the invoice is marked as paid. Further, it is indeed no longer able to be modified at this point now that it has reached this statement status. Any further modifications to the contract will, as you had hoped, need to be addressed via either the addition of another estimate/invoice, or if the removal of an item is requested, then a credit memo must be issued to reflect this (since the first invoice is no longer active - it has been paid). The next statement will show the added items as well as the credit, which is how it would be reflected in your accounting/ERP software, if you don't already have it integrated with HostBill.

I hope that helps.
Bradley D. Thornton - Manager Network Services, NorthTech Computer   TEL: +1.310.388.9469 (US) | +44.203.318.2755 (UK) | +61.390.088.072 (AU) | +41.43.508.05.10 (CH)
Registered Linux User #190795 - "Ask Bill why the string in [MS-DOS] function 9 is terminated by a dollar sign. Ask him, because he can't answer. Only I know that." - Dr. Gary Kildall.