Ability to Change/Edit line items on an Invoice created through a contract managed Sales Order

Enhancement Voting AR Transactions (Invoices/Credits/Payments)
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Name of Feature/Request: Ability to Change/Edit line items on an Invoice created through a contract managed Sales Order

What financial, time savings, or quality of life improvements will occur from this: TBD

Attempted Solutions So Far: None Listed

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: None

StrivenID: 2124208

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I need to change the Customer on an already issued invoice. My customer wants me to change the invoice to their customer. I am unable to do this. I have changed the customer on the sales order, project and all of the tasks, however I am unable to do so on the invoice. Now I have this invoice that is not attributed to the correct customer. When I look at the customers the invoice is associated with the wrong customer.

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Greetings Ely,

Thank you for reaching out to our team! We have created a support task regarding your request. I’ll follow up with you directly through the task to assist you further and keep you updated as we work on resolving your request! Have a great day! :slightly_smiling_face:

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That’s a bad idea. It’s awful accounting, but you’re also providing revolving credit to your customer’s customer, whom you probably haven’t gotten a credit app from and who hasn’t signed the approval for the agreement.

I would leave it under their name and, at your customer’s request, add their customer as a contact under your customer’s account, with the permissions to see and handle accounting for jobs they are assigned to, then send the invoice to their customer in order let the customer pay you directly. This maintains your ability to collect intact and maintain proper accounting.

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Thank you for your advice. Their customer (the owner of a restaurant) is already a customer of ours and has been for years. The architect who contacted us never mentioned we should be invoicing the restaurant directly. There was no contract, it was a time worked project.

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Glad to help! If that’s the case, I’d void the invoice, copy the existing sales order to the restaurant owner, move all of the associated tasks to the restaurant owner and new sales order, then cancel the architect’s sales order. Finally, invoice the new sales order. (I’d have the salesperson do as much as they have permissions for of that as a learning experience.)

We run into that scenario a lot. On contract managed orders (nearly all of our orders are contract managed), there are two ‘upon approval’ custom fields we created to prevent it as much as possible. The first is to choose payment terms - open account (Net 15), 75% down/balance on delivery or 2% discount for prepayment. This gets the architect to call and say they aren’t paying, the restaurant owner is. The second is would you like to pay with check, card or ACH (ACH gets a 1.5% discount). That normally gets the customer to focus if they missed the point of the first question. It’s harder to automate my system, but it keeps our cash flow well above average.

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