Hi guys,

Supposing we've created an invoice with the wrong information in, and need to start from scratch, or make a detailed change to thew invoice and re-issue. How on earth do you do this in Billings?

I know how I can overwrite a PDF invoice by changing the "invoice number" but actually editing the invoice once it's been sent it a real nightmare.

HELP!!

I have the same problem with the very first invoice I've sent out. The client has asked me to make a change, and there seems to be no way to do that to an invoice that has been sent out.

HELP!

This is a critical feature, but sadly, is very poorly implemented.
You actually have to select the invoice under the Account Status tab, hit the delete key, then click "Delete" in the folloWing prompt, and ONLY THEN will you get the ability to properly revise it, by clicking "Make Active" (!!!) Following which the individual slips appear under the "Working Slips" tab....Yeesh !

THATS CRAZY!

Thanks for the tip. thats a big help... and a pain in the ***!

Folks, it's obvious that this is a Frequently Asked Question stemming from an aberration in the software, which hopefully means we can apply some pressure to MC to clean up this process.

A succinct summary by Kris Hunt here:

http://forums.marketcircle.com/eve/forums/a/tpc/f/5781056583/m/5871022305

FWIW, when I complained about this last Summer, MC said it was to do with preserving the integrity of the invoice - one shouldn't be able to doctor an issued invoice easily, because that could lead to accusations of fraud.

Hmmf.

I don't buy that argument for a second.

OTOH, if you're a papwork-shy Creative who only does billings as a last resort, and cares more about the look of the invoice than whether it can do 4 types of tax report, Billings is GREAT because it is EASY. But it's easy to forget something, therefore it must be EASY to edit invoices.

Nothing to do with fraud, MC, it's because we hate doing invoicing, and when you hate doing something, you make mistakes.

I forgot to charge a client for DVD duplication today. I also forgot to enter the number of tapes to digitize in another invoice. 2 mistakes in one day. Using the above method.

It's not a solution, it's a workaround, and a workaround that sucks at that.

Same here, once you create an invoice often I have to go back and edit it... this should be way easier... I say this is a must needed feature.