bubbasheeko Posted January 9, 2009 Share Posted January 9, 2009 I am not sure if this is a technical glitch or if by design. Should there not be an option to carry over any invoices on a product that has been transferred to another client? I ran into an issue where an invoice is due for a product, but the client is managing to different organizations. It began to be a bit confusing for him so he placed the hosting and website of one of the organizations into the hands of another person. I set up an account for the this person and transferred the hosting account over to him. However, an open invoice for this product is still sitting in the client area of the original account holder. Without manually changing a value in the database, is there a way to simply transfer the invoice to the new client? 0 Quote Link to comment Share on other sites More sharing options...
Matt Wade Posted January 9, 2009 Share Posted January 9, 2009 As far as I am aware you need to update the database. Make sure you hit both tblinvoices and tblinvoiceitems. I agree that it would be nice if there was at least some way to move an invoice. It would be better if you could choose to move any unpaid invoice with the product at the time of product move. I would want to leave all paid invoices in the original account, since they would need them for accounting. 0 Quote Link to comment Share on other sites More sharing options...
bubbasheeko Posted January 9, 2009 Author Share Posted January 9, 2009 That's what I thought I would have to do. Exactly my point on moving unpaid invoices Thanks Matt 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted January 9, 2009 Share Posted January 9, 2009 I agree that it would be nice if there was at least some way to move an invoice. It would be better if you could choose to move any unpaid invoice with the product at the time of product move. You dont need to - unpaid invoices wont have moved the duesdates forwrad on the product so will generate for the new client overnight Existing invoices need to be cancelled/credit-noted/whatever as per your local accounting laws. 0 Quote Link to comment Share on other sites More sharing options...
Matt Wade Posted January 9, 2009 Share Posted January 9, 2009 You dont need to - unpaid invoices wont have moved the duesdates forwrad on the product so will generate for the new client overnight Existing invoices need to be cancelled/credit-noted/whatever as per your local accounting laws. Good point! I hadn't thought of that... 0 Quote Link to comment Share on other sites More sharing options...
bubbasheeko Posted January 9, 2009 Author Share Posted January 9, 2009 Ya I guess I could have done that by running the cron again. I just needed it done at the time of the transfer. Thanks for that - will remember that. 0 Quote Link to comment Share on other sites More sharing options...
bubbasheeko Posted January 9, 2009 Author Share Posted January 9, 2009 And the support tickets would be a good thing to move with it lol 0 Quote Link to comment Share on other sites More sharing options...
IlJessica Posted January 9, 2009 Share Posted January 9, 2009 You want to use the merge client feature. There's no way the move a single product feature should be moving support tickets from one client to another. 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted January 10, 2009 Share Posted January 10, 2009 Ya I guess I could have done that by running the cron again. I just needed it done at the time of the transfer. Thanks for that - will remember that. You dont need to run the cron, just click the link on the client summary "generate due invoices" 0 Quote Link to comment Share on other sites More sharing options...
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