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Zero cost invoices

Is there a way of producing a zero cost invoice?

I.e. I am giving someone something for free but want to create an invoice to show it is free?

Is the only way to create the invoice and then credit it?

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No you can’t issue a zero value invoice in Quick File. You could however issue an invoice at the normal retail price and follow it up with a credit note.

This is something that would also be of value to us. Our preference would be for a 100% discount (we want the client to see how much of a freebe they are getting) although the ability to create zero value lines as well would be a bonus.

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For one quickfile use we need to be able to issue an invoice to members who are honorary and so would have a perfectly correct and valid invoice cost of £0.00 as it is not they do not exist (which seems to be the quickfile view.)
Equally, there are other legitimate reasons for issuing an invoice for a zero amount eg. issue a replacement item under warranty (an invoice generating action but with no (zero) client cost,) transfer of inventory between locations, sending of items for review / inspection.
We do not need work-arounds as all they do is make for confusion unless the idea to get the number of ledger entries up?
Put full price, allow a 100% reduction - oops thats zero and not allowed.
Not as if it is a difficult feature to enact, just change validation from >0 to >=0.

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On the back of this, would/could the same also be done for zero rated purchases? I have one supplier who invoices everything on one invoice then sends out back order/out of stock items later with 100% discounted invoices. Usually I just delete the back order invoices (when tagging via receipt hub) but it makes sense to have all the invoices logged against the supplier for audit purposes.

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This would be useful to us to record items repaired under warranty.

Being able to create a zero value invoice would also be beneficial to us, sometimes we need to despatch zero valued items, I am currently unable to run a delivery note off for these because I am unable to create the invoice, my only workaround is to generate manual delivery notes and invoices which isn’t ideal, there is also no record of the invoice in Quickfile.

Rob

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This would make my life so much easier too

i make invoices for 0.01p, which is a pain and doesnt look very smart

Warranty
Delivery note off consignment stock

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Hi
Please consider a method to allow for free issue of parts or goods to customers and suppliers
To include a
Delivery Note / Packing Note.
Audit Trail

Zero value Invoicing would help?

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Hi @ChrisatIIOnline

We don’t offer zero value invoicing as it has no relevance to accountancy.

I think maybe the delivery note / packing note would be more for your stock management system. But, we will leave this thread open for others to add their comments.

There is already a feature request open

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I also think there should be the ability to have invoices with zero value/allow 100% discount.

I have had several occasions where the ability to do this would have been useful.

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I would also find zero-value invoices very useful in various scenarios, for commercial but also for accounting reasons - these would keep the invoice numbering intact. Otherwise, one needs a separate sequence just for zero-value invoices (and you have to keep that separate to QuickFile, which is impractical if you prefer everything in one place).

I also don’t see what is gained by blocking zero-valued invoices.

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Oh, and they also come handy when a client is terrible at keeping their invoicing sequences - it’s neatest if one can then raise zero-value invoices for the skipped invoice numbers, so that it’s easy to audit later on.

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Hello @sasopuksic

You can add your support for this request by clicking “Vote” at the top of the page.

Yes, we would also find this useful. Our customers purchase a service contract which might include 6 callouts over a year. When a callout is used from within the included allowance, it needs to be recorded as a zero invoice, and when they have used up their allowance and need further callouts they are invoiced at the usual rate. Without this feature we need 2 different processes for handling the in/out of allowance jobs.
The credit-note-after-invoice-approach makes little sense when the customer views their account online.
Additionally this would seem to be both simple to introduce and have no obvious downsides, so why not just do it?

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Yes we want this too!

Did not realise until today we cannot issue a zero value invoice which whilst having “no relavence in accounting” does not help when needing to actually issue a zero value invoice for commercial reasons where the document is required for an export for an FOC sample

A headache I certainly didn’ expect and I see no reason why this function is not available

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