Invoice creation - if you cancel an invoice, it won't create a new one

[tkalfaoglu]

It often happens that I, or the system generate an invoice for 1 year hosting + domain name.

A call from the customer says that they instead wanted 3 years of it. So I cancel the invoice (or delete it) , edit the product and domain name pages to refer to the 3 years, and then use the customer's main page to select the items and select INVOICE SELECTED ITEMS button. It comes back with "0 invoices created" .. I wish this could be changed so that it re-creates an invoice..

[tomdchi]

It often happens that I, or the system generate an invoice for 1 year hosting + domain name.

A call from the customer says that they instead wanted 3 years of it. So I cancel the invoice (or delete it) , edit the product and domain name pages to refer to the 3 years, and then use the customer's main page to select the items and select INVOICE SELECTED ITEMS button. It comes back with "0 invoices created" .. I wish this could be changed so that it re-creates an invoice..

 

When an invoice is created the Next Due Date will advance. If you have not reset the due date then it will not generate an invoice until whatever date it advanced to.

I think it would be nice if an additional option were presented when deleting an invoice that allows for the product on the invoice to be regenerated with different parameters and use those going forward.

Edited June 15, 2011 by tomdchi

[othellotech]

It depends on if you're *cancelling* the invoice or removing it ...

 

If you're deleting the invoice, first delete the individual items first then the invoice (i'd strongly advise *NOT* deleting invoices for accounting reasons)

 

Then for each item that was on the invoice, set the next-due-date back 1 day and save the items

 

Then click "generate due invoice"

 

Of course if you're prepared to _delete_ an invoice, you could simply overtype the amounts and send it again, then update the "period" to the new one you selected on the domain/hosting records