1) Void/Cancel button - right now we have two options for how to address an unpaid invoice:
a- we can delete it, which removes it from the invoice list altogether and makes it invisible to users
b- we can mark it as paid
We need a third option to be able to cancel or void an invoice in situations where we want to cancel the payment/invoice because something changed (we are no longer able to provide the service/product, the customer changed their mind, etc.) but we want to keep the record of the "cancelled" invoice in our data.
I can see in the filter options in the system right now there seems to be a status for "Cancelled" invoices, but this filter never returns results because any invoice that was deleted does not appear in this status.
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I think this is an important feature/option for users to be able to change the status to cancelled but not have the invoice gone/deleted/invisible forever.
1) Void/Cancel button - right now we have two options for how to address an unpaid invoice: a- we can delete it, which removes it from the invoice list altogether and makes it invisible to users b- we can mark it as paid We need a third option to be able to cancel or void an invoice in situations where we want to cancel the payment/invoice because something changed (we are no longer able to provide the service/product, the customer changed their mind, etc.) but we want to keep the record of the "cancelled" invoice in our data.
I can see in the filter options in the system right now there seems to be a status for "Cancelled" invoices, but this filter never returns results because any invoice that was deleted does not appear in this status. [cid:image001.png@01D89DE2.BAAF9AF0] I think this is an important feature/option for users to be able to change the status to cancelled but not have the invoice gone/deleted/invisible forever.