Can we prevent changes to invoices

Feature Request
1

We have an issue with staff changing invoices once they have been sent. This is particularly an issue when Direct Debits are concerned.

Staff should not be making adjustments to Sent invoices. The invoice should be credited and then recreated.

Quickfile ideally would prevent users (or at least warn them) to cancel Direct debit as the value is different or automatically cancel the direct debit if the value changes. Or just prevent invoices from being changed if they have been sent. While I appreciate this may not be for everyone it would be amazing if I could prevent staff (permissions) from editing sent invoices.

2

Hello @MearTech

I have changed this to a feature request to allow other users to add their vote

3

On the other hand, it is a right pain when entering large batches of invoices/bills etc and noticing small mistakes (eg a date was wrong, a minor item wrong, or a classification incorrect). Sage used to make all transactions read-only and all such transactions had to have reversing transactions added before inputting the new transaction.

If QuickFile were to do something as suggested, it would be better to have different users with different user rights - a standard user couldn’t edit transactions over a day old, while admin users could.

4

I agree, i often change invoices if the date is wrong or I have been given a wrong sales price.

I wouldnt want to keep crediting and reinvoicing it makes a mess of things, it would be easier if it was a user permission set up by the admin.

5

yeah that would work as well if I could prevent some users from editing invoices.

However really once a invoice is issued it should not be edited