We’ve all done it. Either by error or being over zealous and getting ahead of ourselves. I’m talking about creating invoices for potential and existing clients when payment for services have not been agreed or finalised.
Well, now with the latest Sliptree update we have some awesome new features that we know you’ll love to make your workflow even more straightforward.
We all want our invoices to be paid, but at times we make errors and the invoice is no longer required. Within Sliptree you can edit or delete your invoices anytime. Yet previously, when you deleted an invoice we archived it to the trash bin – why? Well a couple of reasons:
- First, deleting an invoice would create havoc with future invoice numbers as there would be a gap in your invoice numbers, so we merely ‘archived’ the invoice so that your invoices run in sequential order.
- Second it could have legal ramifications in some countries. Deleting invoices is a way to ‘hide’ payments so the team felt concerned about how this could impact you.
Yet, we are always looking at better ways to streamline your workflow and with the latest update you can now fully delete your invoices, estimates, items and documents should you require. Because of the legal point mentioned above we’ve added a brand new feature. Why not convert your invoices to credit notes instead?
You can now create credit notes from existing invoices. Simply click on the Add Credit Note link from invoice list, or create a new invoice and enter a negative amount – the invoice will automatically be converted to a credit note. All previous invoices with negative amounts have now also been converted to credit notes.
It’s simple: select the dropdown box on Save > Add Credit Note in the top right hand corner of your invoice and it’s done!