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  1. Invoice - Edit invoice without removing the payment

    86 votes

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    submitted  ·  43 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Rebecca Higlett commented  · 

    This is becoming a significant issue for our business.

    We take a deposit on virtually every booking, so our invoices are partially paid very early in the process. Customers regularly make changes after paying their deposit, which means we need to adjust quantities, pricing or other invoice details.

    Having to remove/undo the payment, edit the invoice, then reapply and reconcile the payment simply to make a legitimate change is an unnecessarily cumbersome process.

    This will become an even bigger problem for us from **1 October, when virtually all of our customers will be paying by credit card**. At that point, this limitation will affect almost every booking we process.

    We understand the importance of maintaining an audit trail, but surely the answer is to record the amendment in the invoice history — not prevent the invoice from being amended.

    Businesses across travel, accommodation, events and many other industries routinely take deposits. Being able to amend a partially paid invoice while retaining the payment and a full audit history should be basic functionality.

    Please Xero, this really needs to be addressed.

    Rebecca Higlett supported this idea  · 

  2. Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice

    43 votes

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    submitted  ·  16 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Rebecca Higlett commented  · 

    This is becoming a significant issue for our business.

    We take a deposit on virtually every booking, so our invoices are partially paid very early in the process. Customers regularly make changes after paying their deposit, which means we need to adjust quantities, pricing or other invoice details.

    Having to remove/undo the payment, edit the invoice, then reapply and reconcile the payment simply to make a legitimate change is an unnecessarily cumbersome process.

    This will become an even bigger problem for us from **1 October, when virtually all of our customers will be paying by credit card**. At that point, this limitation will affect almost every booking we process.

    We understand the importance of maintaining an audit trail, but surely the answer is to record the amendment in the invoice history — not prevent the invoice from being amended.

    Businesses across travel, accommodation, events and many other industries routinely take deposits. Being able to amend a partially paid invoice while retaining the payment and a full audit history should be basic functionality.

    Please Xero, this really needs to be addressed.

    Rebecca Higlett supported this idea  ·