#mtanzi - invoices

1 messages · Page 1 of 1 (latest)

autumn monolith
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Hi there!

obtuse breach
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hello!

autumn monolith
obtuse breach
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I saw that page but I cannot see the edit invoice button

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the invoice was for from 2 month ago

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Do I need to create a credit note to invalidate the invoice and then re-issue a new invoice?

limpid slate
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I think that would work. My other idea is that you could create a new invoice and mark it as paid out of band. Not sure what we typically recommend here so I am looking in to it.

obtuse breach
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thanks @limpid slate !

It would be great to know what is the reccomanded workflow so that I can follow the best practice

limpid slate
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Of course, not sure if we have one solution that we push the most but am still looking.

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And to be clear, your goal here is to have essentially the same invoice but with a different name on it?

obtuse breach
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yes correct

limpid slate
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Apologies, this is turning out to be a headscratcher for me. I will reach out to my colleagues and get back to you. And I just noticed that this is probably not editable because this is a Subscription invoice correct?

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Are you looking to revise all of the invoices for one customer or do you want to change the name on all of them?

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Also did you sign up for the beta feature on the page soma linked to? That may help in future

obtuse breach
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yes it is a subscription invoice

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I need to change 3 invoice for a customer that changed the customer name with the one of his company

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I am not sure if we signed up to the soma, what is that?

limpid slate
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And thank you for the clarification.

obtuse breach
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I'll wait here... let me know how I shall proceed 🙂

limpid slate
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I think that creating the credit note and applying it to cover the identical invoice would make sense here. You may want to do additional things like specify the original invoice ID in case you want to refund or whatever but that should be a viable way to go here.

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Thanks for your patience on this one.

obtuse breach
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thank you for checking it out!

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so it will be to create a credit note first and then recreae the invoice with the correct customer name?

limpid slate
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Yes that is correct. That should be able to cover the cost of the next invoice and give you something with their name. Apologies for another delayed reply. I had to step out and the server was pretty busy so the handoff did not go as smoothly as planned