Hi, On Tue, January 3, 2023 12:33 pm, Simon Roberts wrote: > Back again, and very grateful for your ongoing tolerance and help! > > We just created an erroneous invoice, specifically it was assigned to the > wrong customer. Now we're finding two problems and I'm not sure if it's > user error, or something else. > > 1) If we try to edit the invoice, and use the pop-up dialog to change the > customer, it creates a *new* customer. This actually creates a duplicate, > as we've given it the customer number and the name. We can see two > customers side by side (well one on top of the other :) when we go for a > customer list.
First, you need to ensure the Invoice is not posted. Second, you need to click "Edit Invoice" to get the popup. >From there, you should be able to [SELECT] the Customer. (If it says [EDIT] and not [Select] then you've probably not unposted the invoice properly). It should not create a new Customer. > 2) If we try to delete the invoice, it seems to half-succeed. The entry > goes blank in the pane it was showing on, but if we do Customers->Find > Invoice, it still finds it, and that Find window shows its details. If we > click on it, it brings up the blank entry in the main tab that lists > invoices. There is no way to "delete" an invoice. How are you attempting to do this? The two things you can do if you make an erroneous invoice is: 1) You make mark it inactive. This will hide if from the searches, or 2) You can re-use it by selecting a new customer. > > We've patched round this by re-opening the saved gnucash file that > preceded > this mistake, but how should we do this, that obviously isn't what's > intended. > > Cheers, > Simon -derek > > > -- > Simon Roberts > (303) 249 3613 > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- Derek Atkins 617-623-3745 [email protected] www.ihtfp.com Computer and Internet Security Consultant _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
