Modify Invoices | Voters

Modify Invoices

in progress

Jakin Harper

Quotes/estimates are subject to change. Can we, especially on partially paid invoices, modify the total outstanding?
Example:
Job quoted > Invoice (30% deposit) paid > Job started > Tech recognizes other work required to be done & informs client > Tech modifies invoice to include additional costs incurred > Job completes > Client sent modified invoice to include additions.

July 25, 2024

Tiyana Robinson

We also need to be able to change the invoice title after sending. I just caught a typo in the title of an invoice I just sent out and am bummed that I can change it. Embarrassing 🙈

Isaac Danna

Just checking to see if there's an update on this. Missed the last payments Town Hall.

Lisa Johnson

Sales & Marketing - any update on this? Starting 2025 with this would help immensely

Christy Allison

While making these updates, please include the ability to modify a the name of a live invoice. Thank you!

For reference: https://ideas.gohighlevel.com/invoicing/p/payments-invoice-edit-active-recurring-templates

Matt Conta

We 100% need this feature also. In our case we need to be able to edit future due dates especially on partially paid invoices.

John Gille

Please fix this ASAP so invoices can be edited after being sent. I've never seen an invoicing system with this big of a flaw, no idea how this went live without the ability to edit any and all aspects of an invoice. To accommodate clientss bookkeeping requests, I've been having to go back and refund old invoices and reprocess them with a new, corrected invoice and it's basically rendered the entire invoicing tool useless for me and my clients.

Andreas Giannoutsos

I want to modify the invoicing/forms to include things like the EIN number. Please include that too.

Robert Diaz

CONVERT ESTIMATE TO INVOICE: I'm baffled that this option is not yet available! A manual "Convert to Invoice" is mandatory and an automatic workflow action "Convert Estimate to Invoice" is desperately needed. Currently you can create an Invoice from a Template but you cannot create an Invoice from an Approved Estimate. Please add this!

Robert Diaz

INVOICE PAGE ELEMENT!: We have some clients who are not trusting online payments because there is NOTHING that explains about security, cards accepted, PCI compliance, guarantee, etc. Please allow the ability for us to add an HTML element to show on ALL Invoice pages where we can show this.

Adrian King

Yes, 100% this is needed. Some businesses have almost all their projects work this way.

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