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Many times after the invoice is created and posted I notice that the wrong customer was chosen. I can't delete the invoice once it has been posted so I cannot delete the customer under billing code set up.
Teresa Broome
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I'm sure everyone has had this happen, please fix this!
This is over 5 years old. It looks like we we were close to a solution in June 2018, but it never was implemented. Please get this fixed in our next release. We have setup jobs before, where it wasn't until after the owner received our first billing that they said "bill it this company of mine instead". With the current process, this is quite a pain.
It would be much easier to be able to apply the invoice to the correct customer, as it is you have to adjust the invoice down to zero and zero out the customer in the job and add a whole new line item to bill it correctly. You should be able to edit the customer in the job and rebill without it taking 6 steps to get there.
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Amber George
Select Heating and Air Conditioning, Inc.
767 N Main Street
Orange, CA 92868
714-516-9970
714-516-9976 fax
amber@selectheatingandair.com
Michael, Yes - there are definitely times when the customer needs to be changed for reasons other than user error. For example: I sent a work order invoice to one of our clients last week and they have requested to update the customer to reflect the building c/o the property manager rather than the property manager directly. I cannot change the customer in PC, so I actually have to manually adjust the PDF with Adobe because ProContractor doesn't allow for this basic function.
If there was the ability to void the original invoice - meaning the invoice would be removed from the original customer record and the appropriate reversing journal entries were made - would that solve the issue? You would then go int a create a new invoice with the right customer.
Or are you wanting the ability to void the invoice but then keep the invoice detail and assign it to a new customer?
Are there other cases other than choosing the wring customer that feeds into the requested functionality?
I agree. This is beyond stupid that you can't void and invoice and then go back to the job and change the customer.
This is something we deal with all the time and we have to delete the invoice and start all over. Many of our customers have similar names and it's easy to put the wrong customer on an invoice. Also, we work for many customers at the same job site. Sometimes we get the customers confused due to the guys in the field working for more than one customer. You'd think with this many votes, something would be done. SUCKS!!!
I have had condos fire their property management company and hire a new one but I can't update the customer. Dealing with this right now
Jim,
We are going to have to adjust the invoice to zero, then zero out the budget on the job, then the estimating side is going to create (hopefully copy) a new job to replace this one. It's a hassle. I can't tell you how many times I've had to change owners on some of our smaller projects. I see us having to create bills in excel for the smaller jobs instead of going through this hassle. I truly don't understand how they could not bring over some of the simplest functions from the other programs for the accounting side.
Agreed!
In the meantime, can you post a credit to the invoice, create a new job and copy the old project?
I've just run into this problem.....what a nightmare!! I'm still trying to figure out what to do. We've called support and they aren't sure how to fix it. I have a feeling we are going to have to delete the whole job (or make it inactive or something dumb like that) and start over! Ugh! I'm so frustrated!