Modify Invoices | Voters

Modify Invoices

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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

Sales & Marketing

marked this post as

complete

Jakin Harper

Sales & Marketing Where's the release notes on this?

Seth Williamson

Hopefully this gets solved soon. I've actually been fighting to keep a client that loves everything but the invoicing is so ridged it tanks their reputation and they've been talking about leaving for a while now. This will literally save me one of my biggest clients.

Ashley DePiano

This needs to be an available feature. Especially now that partial pay is available. Sometimes even after some of the invoice was paid, the total changes or new items need to be added on, which will change the total.

Matt Porter

#1 priority for our clients!

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.

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