Simon Deleting invoices are not allowed as per law in many states. The reason is the tax authorities prefer to see your continous running invoice numbers. i think this came from the tax authorities to avoid any errors/frauds. Again with newer connected tax systems where invoices are transmitted to Tax authorities, it is impossible to delete the same. So the best way to negate an invoice is to issue a credit note and close it, so you will have a trail to show.
Saludos Cordiales Murugan ________________________________ From: gnucash-user <gnucash-user-bounces+m.muruganandam=hotmail....@gnucash.org> on behalf of Simon Roberts <si...@dancingcloudservices.com> Sent: Tuesday, January 3, 2023 4:11 PM To: Derek Atkins <de...@ihtfp.com> Cc: Gnucash Users <gnucash-user@gnucash.org> Subject: Re: [GNC] Delete / Edit invoice doesn't? Hah, well, I did: Business->Customer->FindInvoice. Double click the invoice in the list, close the finder window. Select the invoice "row" Click "Delete" in the toolbar, brings up "Are you sure you want to delete the selected entry" Click yes. But having just tried this with more than one item in the invoice (that was an inspiration--it literally never happens in my business!) I now see what I actually achieved--it just deleted the single line item, not the invoice. So, next question, and this might not have an answer other than opinion, in which case that's fine, sometimes the answer is "the software design makes that kinda hard and it's not a priority"; but is there a rationale behind not being able to delete an invoice? Humans make mistakes, and being able to undo them would seem to be... helpful? And on poking around, it seems like one cannot delete a Customer either (even if there are no transactions associated with it). Again, it seems somewhat suboptimal in the face of the inevitable human propensity to err. The "Edit..." right next to Customer: [image: image.png] ... yeah, I see now that you point it out, it brings up a window marked "*Edit Customer*"--meaning edit the customer itself. It doesn't equate to "edit which customer this invoice is applied to", that's represented by "Select" in a whole other window that comes from the "Edit Invoice" button on the top line. I would never have cottoned-on to the significance of that wording, nor worked out how to do this, if you hadn't pointed it out, many thanks. OK, well, if there's a rationale that might help me, great, but I think I get what's going on here now. Again, many thanks for rescuing me yet again everyone, and thank you for all of your input Derek. Cheers, Simon On Tue, Jan 3, 2023 at 10:55 AM Derek Atkins <de...@ihtfp.com> wrote: > 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 > > gnucash-user@gnucash.org > > 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 > de...@ihtfp.com www.ihtfp.com<http://www.ihtfp.com> > Computer and Internet Security Consultant > > -- Simon Roberts (303) 249 3613 _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org 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.
