I created an invoice that I want to "back out" to the point just before creating it, i.e., with the individual slips in the selected project. Is there any way to do this? Or am I out of luck?

Thanks.

Dan

i know that if you delete an invoice, you are asked what to do with its slips...

If you delete the invoice, you get an "are you sure?" dialogue. If you click yes, you are then given the option of making the slips active again. There seems to be no other way to do it yet. This is a huge, scary problem for me. I need the ability to re-edit the slips and replace the old invoice with a revised one. Hopefully it will come.

Rob Parker

This was just what I was looking for. Thanks.

And you're right that it is a little scary and not very intuitive at all. The first dialogue, at minimum, should make it clear that you will have an option to reclaim the slips. It was a test of faith to delete them not knowing if the next dialogue would appear. However, that said, I'm glad to know how to return the slips to the "Working Slips" section. I was trying to design a new invoice and wasn't happy with the one I did and was surprised to see the slips dissappear!

So far I am just demo-ing Billings and find it to be the best app of it's kind that I have found so far. Seems like the perfect mix of Mac OS usability, features and affordability. Kudos to MC.

I do not get an option. I lose all slips and the invoice. Tried twice. I think I'm done with this application. After receiving partial payment, I wanted to re-invoice.

Tycer: You can reset the warning dialogs in the General Preferences, bu it seems unlikely that you were not given an option. Billings should always prompt for that.

Judah: We will look at reordering and rewording that sequence of dialogs for a new version of Billings 2. Thanks for your feedback!

Thank you for answering. I reset the warnings, created new, project, slips and invoices. The response is "ARE YOU SURE YOU WANT TO DELETE THE SELECTED XXXXX? ANY ASSOCIATED SLIPS, ESTIMATES, INVOICES, AND PAYMENTS WILL BE PERMANENTLY DELETED. THIS ACTION CANNOT BE UNDONE.

Sounds like you're deleting a Project (ie. this is the alert dialog which appears when deleting a project). Be sure to have the invoice selected when trying to delete.

I do not know how I duplicated this twice in each section yesterday. I must have bee delirious. You are correct, I was deleting the project.

In trying to recreate this for a screen shot, I found my solution.

By creating a new slip with a negative amount and re-invoicing, the partial payment is applied.

I look forward to a more intuitive way to reopen an invoice. Maybe a "reopen invoice" option in the main window.

This message has been edited. Last edited by: Tycer Lewis,

Run a quick report. Check the box towards the bottom to show inactive slips. Check (uncheck?) the blue check boxes next to the slips to make them active again. Something like that, don't have Billings in front of me right now.

quote:

And you're right that it is a little scary and not very intuitive at all.

It would make good sence to locate a 'Make slips active button' available by each Invoice in the Account status fields. Or even an edit invoice option in the same fields.

This one problem makes me regret having bought Billings. I have this thread bookmarked. And before, I could delete invoices with relative confidence, if trepidation. Now, however, I NEVER get the warning-and-slip-recovery dialog when I delete an invoice. So if I need to make any changes, I have to just over from scratch. So I have to keep a notebook copy!

quote:

This one problem makes me regret having bought Billings. I have this thread bookmarked.

Please don't regret getting into Billings.

This 'regenerate an invoice' is a minor, silly thing that the Very Talented Bean Counters detest and think is anathema to their world, yet this concept is central to Creative Thinker Designer Types who present invoices as if they were designs or sketches.

Yup, the kind who buy Billings! ;D

The Bean Counters are currently winning, but the customer is king, and we're getting chances to convert invoices back to slips, but...

WE'RE NOT THERE YET, are we? Let's all keep up the pressure.

After all, who else has written heart-felt notes in the invoice generation slip, moved on, issued a fairly simple invoice for something simple, and realised WITH CREEPING HORROR that the notes for your previous client's invoice are now indelibly stamped on your next invoice about encoding DV tape to DVD?

How do we undo THAT?

Or when the client informs us that mileage is calculated from Hyde Park Corner, not Where You Live?

Or when the client informs us that the bill should go to Germany, not UK?

Or when the client informs us that the rate we agreed was for 'their client' not between ourselves?

Or when the client is on a fixed budget and cannot explain 'subsidance' or 'accommodation' to their cost centre? (There are other cost centres, but sometimes that requires a separate invoice)

It goes on. The Bean Counters of Market Circle need to know that the world of creative work is, erm, 'Creative' and that applies to invoices.

Another vote for a totally simple way to re-do invoices.

In Norway, where I live, clients often request a "contra invoice" which cancels the first, erroneus one, in case of situations where the first invoice contained errors. The first invoice is then duplicated and given another invoice number, and sent with corrections. That's what the bean-counters in norway requires, and what I slowly have been adapting to. Usually accountants depend on these "contra invoices" too, so they can keep track of changes made, if the first invoice has already gone into their paper trail. So a way to generate "negative" invoices which simply duplicates the first invoice and cancels it is almost a must-have for use in Norway. I really hope Billings can be made to accomodate this in a future version.