Add Confirmation Dialogue to "Make Invoice" Button When There is an Existing Invoice for a Ticket
This one is pretty simple, and a minor gripe, but I'm sure I'm not the only one who has done this and then had to go back and clean things up.
Essentially what I would like to see is a warning / confirmation dialogue when you click the "Make Invoice" button when working on a ticket, but only when there is an existing invoice already associated with that ticket. Many times I've clicked it by accident, only for Repairshopr to create an empty invoice. I even had a situation where one of my employees added line items to the duplicate invoice but forgot to merge information with the existing invoice, which confused the client and didn't look super professional. We're getting by for the moment, but it would be one of those "nice to have" things.
This is in the app and working :D. If a ticket has an invoice created already and you click Make Invoice, a pop up appears asking if you want to add to the existing one or proceed with creating a new one.
I missed marking this as done originally. Apologies!
Gerry Hayes commented
Agreed. I've accidentally created a new invoice when intending to load the existing one. Yes, I know I'm an idiot and clicked on the wrong thing but there's a big button marked 'Invoice' and I'm a busy idiot in a hurry.
Sean Arnold commented
Have to agree with this. Have created blank multiple invoices many times!!
Jason Suminski commented
Confirmation would be great
Ryan (CTO, Pinellas Computers) commented
As long as the popup was optional, AND it would disregard other invoices on the ticket that are already PAID - I love it!
Agreed! I have mistakenly made a blank invoice so many times. SO MANY!
Stephen De Tomasi commented
I agree that this should be an option. I agree that user training is important, but even I've clicked it by accident myself before. It would only pop up if there is an existing invoice, after all.
Ken Peddie commented
This would definitely be useful to have an option to enable a warning
Henry H commented
I'd have to vote against this being an "always-on" feature; we regularly create multiple invoices on a single ticket and an extra popup to click through would be annoying and a waste of our time. If your employees aren't being careful enough as it is with creating invoices, a popup probably isn't going to make any difference; better training and making them clean up their own messes is more likely to effect the change you want. There aren't always technical solutions for human problems.
yup major yes!
I had to figure out what i had done! the muscle memory still kicks in though...
So much: "Yes!". Our service department has generated countless double invoices which we had to clean up!