An invoice is a copy of the service order at a moment in time, like a printed photocopy. So, if you update a service order, to cancel a visit for example, the invoice is not updated. The invoice needs to be "thrown away" (Voided), edits are made, and then the invoice is "recreated" to reflect the changes.
An invoice is a bill you send a client so they can pay for their services and is part of the client's financial history so cannot be deleted.
Therefore, the process you need to follow is:
- Void the "old" invoice, which retains the services and reverts the service order status to "Quote."
- Make changes to the order.
- Create a new invoice and send to the client.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article