Transferring invoices to a different client
Hi,
Is there any way that once an invoice has been finalised that it can then be transferred to a different client.
Our current situation is that a visit for a Seeing Eye pup was billed to the puppy walker a few days ago but Seeing Eye dogs need the account billed to them. Currently we have reversed the account to the puppy walker and done a new one for Seeing Eye dogs but thought there may have been an easier method.
Thanks for your time
Sarah Trewartha
Re: Transferring invoices to a different client
Sorry - no there isn't.
If there was enough interest, we could add support to do the reversal and transfer automatically.
Anyone else interested in such a development project?
-Tim
Re: Transferring invoices to a different client
I think the way Tim describe's the process of transferring an invoice which was billed in errror to the wrong Customer is the way to go in this context.
ie. Instead of just deleting the invoice and moving it to a new customer, a reversal is generated for the original and the invoice copied into the appropriate customers account.
Default status would be in progress I would guess.
I think I would add the ability to reverse Payments in this manner as well.
Lastly, we would insist our staff complete an initialed Invoice note (new in 1.5 see below) briefly outlining the error which thanks to the User development project here (www.openvpms.org/project/adding-notes-payments-credits-counter-sales-and-refunds), will be generated automatically for reversals in Version 1.5.
If there is more interest I will create an active project for this one...
Matt C