How can I edit a customer invoice

[whoppe2001]

I understand you would want to , however in many (most?) jurisdictions invoices are considered a legal document and you are not allowed to edit them after they've been issued. 

With that said,  There are probably ways to stay legally compliant everywhere and still make it really simple to use.

 

[LittleCreek]

4 hours ago, whoppe2001 said:

I understand you would want to , however in many (most?) jurisdictions invoices are considered a legal document and you are not allowed to edit them after they've been issued. 

With that said,  There are probably ways to stay legally compliant everywhere and still make it really simple to use.

 

But it doesn't make sense to enforce a policy on everybody including ones where this is not a legal requirement. Maybe its "most." I don't care. I just care about my country and where I live. Don't force me to comply with other country's laws.

[RStream]

We are already running into issues with this change. We had to add the line of code to config  just to make some changes to a client wanting to upgrade their account which required the invoice to be updated.  We need the ability to edit an invoice. Service upgrades, downgrades, additions, removals, you name it.  This should obviously be something we choose to enable.. not force it on us.

REMOVE THIS FEATURE 

 

 

[d4zza]

I would love to know what county in the world doesn't let you amend and UNPAID invoice.

So utterly ridiculous that you need to just keep cancelling and generating invoices if you need to update an invoice.

QuickBooks lets you edit invoices.
Xero lets you edit invoices.
Sage lets you edit invoices.

[whoppe2001]

3 hours ago, d4zza said:

I would love to know what county in the world doesn't let you amend and UNPAID invoice.

So utterly ridiculous that you need to just keep cancelling and generating invoices if you need to update an invoice.

QuickBooks lets you edit invoices.
Xero lets you edit invoices.
Sage lets you edit invoices.

Honestly, quite a few.

Across much of Europe, an issued invoice is treated as an accounting document that must remain traceable for VAT and audit purposes. You generally should not be able to overwrite it in a way that destroys the original record, especially when the customer may already have booked the invoice and claimed input VAT from it.

If an issued invoice is wrong, the normal process is to credit or reverse it and issue a corrected invoice.

That said, I think you are focusing on the accounting mechanism rather than the actual usability problem. WHMCS should make this process almost invisible:

You click Edit invoice, make the required changes, and WHMCS automatically credits the original invoice and creates a corrected replacement. The customer receives the corrected invoice and pays it as normal.

There is no reason the user should have to manually cancel, recreate and resend everything. Preserving an audit trail is reasonable; making the workflow unnecessarily cumbersome is not.