Deleting vs. canceling an invoice

[rbro]

I'm confused and I think I've exasperated Matt on the subject, but I need to understand this in order to proceed. I thought (coming from MB , I think this was the case) that if you deleted an invoice that was due (for whatever reason) and then clicked on generate invoices, it would generate another due invoice for that client. In another thread, someone asked:

 

"How does the system know not to regenerate an invoice that has been deleted? "

 

to which Matt replied:

 

"It's complicated,but it does"

 

That's fine. I don't need to know all the details, but I do need to understand the logic so I can do the right thing and have my clients properly invoiced. So here's a scenario: I generate invoices and I get a call from a client who says " I don't want the deluxe account anymore, I just need your basic account". In MB, I believe I could just delete the invoice, downgrade the package and then generate invoices again and it would generate a new invoice with the new amounts. What should I do in WHMCS? If I just cancel the invoice and downgrade the package and then generate invoices, will it generate a new one? What's the best way to handle deleting and reissuing an invoice in a situation like this?

[trine]

>> delete the invoice, downgrade the package and then generate invoices again

 

sounds pretty logical to me

[rbro]

>> delete the invoice, downgrade the package and then generate invoices again

 

sounds pretty logical to me

 

Me too, but WHMCS won't generate the invoice again if you delete it, hence this thread.

[PPH]

In that case it would probably be best to edit the existing invoice?

[rbro]

In that case it would probably be best to edit the existing invoice?

 

I'm guessing that's the safest thing to do. I suppose I can delete all the line items and then manually add what I need.