Feature ideas

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114
votes
Not planned

Edit a closed invoice without voiding

114
votes

Would like to see the ability to edit a closed invoice without having to void it.

For instance when the payment type or amount is incorrect and needs to be changed. 

23 comments

  • Official comment

    Fresha's invoices are tracked in real-time so invoices (sales) are tracked based on when the invoice is raised. For this reason, we recommend all appointments are checked out as soon as the appointment has been completed so that your reports align nicely. There’s no way to backdate or edit an invoice once it’s been raised but you can void it and put it through again, however, the sale will be tracked as ‘today’. 

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  • this would be handy for those staff that sometimes mark the wrong payment type or service when they are busy and they just invoice for an incorrect service but change the amount paid to match what the client actually had done

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  • Promote this suggestion!

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  • I agree

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  • Great for when the service was entered under the wrong staff member

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  • This is actually really important if you sell vouchers, for example if you had a bill that needed to be voided so that you could correct an error and that same bill had a voucher on it which you forgot to write down the number for you would've inadvertantly deleted a voucher which a client would later try to use!

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  • Love this too!

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  • This is a must!  

     

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  • Yes! With the new layout in the voucher sales page, quite often the client name is missed and we are left with a voucher to Walk In.... this is difficult to then be able to follow people up when they near expiry. I’d love to be able to edit it and add a name...OR not allow vouchers to be purchased under walk in and a name is required to be used

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  • Yes please - the ability to change the date also when closing a ticket - if it wasn't closed on the proper day - throws everything off

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  • Yes please - the ability to change the date also when closing a ticket - if it wasn't closed on the proper day - throws everything off

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  • yes please! If an item or invoice goes under incorrect staff

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  • YES Please~!! human errors couldn't be avoid most of the time.

    Please make this as priority to avoid more paperwork and tracking in the future.

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  • yes this needs to be an important thing to put in the update. Changing the data on the invoice i.e type of payment and the staff member and date would save such a paperwork nightmare. I am having to write it down in a book when it is incorrect due to human error, so I know where it is all going wrong. also when you have a bank transfer it sometimes doesn't come into the bank until a few days which can throw out a BAS cycle if it is at the end of the Quarter. the ability to change the dates would be great.

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  • Please please please do this!!! I would love love love an option to edit an invoice. I have been having issues where I close an invoice in the wrong amount or I put it through as the wrong payment type and would like to be able to edit them once they are closed. This is really really inconvenient to not be able to as it messes with my taxes and numbers at year end or at the end of each quarter. 

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  • Yes please

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  • For so many reasons! 

    Yesterday my receptionist issued a voucher without adding a contact name/number (our protocol) as a walk-in. I also have staff always entering retail to the incorrect staff which then throw out staff sales performance levels. This edit should only be permissable for advanced staff with a high security level.

     

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  • This must be added and ASAP.  I just started using Fresha and it's such a hassle having to void and create new invoices in order to fix a small thing such as changing the tip value or the staff, on top of that we can't even create invoices with past dates so it messes up all the stats.

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  • Good Idea!

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  • Not having this is making a mess of payroll and accounting!  We need it ASAP!

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  • I could have used this today. We have discovered that if you edit a service during check-out (she added the correct service, then deleted the wrong one) but in during that it did not change in the client history, so when we look upon the next booking it showed the wrong price and service last visit. I would like to be able to change it without voiding the invoice since it was done on a different day, it would mess with today's totals.

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  • When paying staff on commission this would be helpful when the reception makes an error! I now hav to calculate payroll manually - whats the point of having a computer system? 

    This is a must have ASAP.  

     

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  • Agree, invoice editing option for only Admin could be added to correct human mistakes without void invoice.

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