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  1. Tag, Colour Code, or Otherwise Categorize Invoices

    1 vote

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    0 comments  ·  For small businesses  ·  Admin →
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    Alana Skinder shared this idea  · 

  2. Invoice - Edit invoice without removing the payment

    37 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Alana Skinder supported this idea  · 
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    Alana Skinder commented  · 

    Currently we cannot add or remove items to an invoice once a partial payment has been received.

    For my business this creates a massive admin issue that leaches literally hours of staff admin time. I own a dance school and it is completely common place for student to drop, or more commonly pick up, classes throughout the year. Our invoicing is set up for the year, with monthly payments collected via direct debit.

    This means that once the first direct debit has been collected, an invoice cannot be edited. Upon opening a case I was advised this was to "maintain integrity of financial records" however in the same respose was advised I could delete the partial payments, edit the invoice, and re-input the partial payments. This essentially voids the idea that this is to maintain integrity.

    The process of deleting payments just to edit an invoice creates an undue amount of admin time waster, as all payments must be deleted individually, the invoice edited, and then all payments must be added back in individually, with the invoice automatically closing after each payment is added. I then need to go back into my records and reconcile those payments once again.

    I would estimate this takes myself or my staff approximately 10 mins per invoice. For context we are 6 weeks into our term currently and I have already needed to alter 11 invoices, and I estimate term two will require significantly more alterations.

    This is enough of a burden for me to consider an alternative software, so I really hope this could be addressed sooner rather than later as everything else has been overall good with xero, but this just takes way to much valuable time.