I suggest you ...

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.

56 votes
Vote
Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
You have left! (?) (thinking…)
Stephen De Tomasi shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

10 comments

Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
Submitting...
  • Gerry Hayes commented  ·   ·  Flag as inappropriate

    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.

  • Stephen De Tomasi commented  ·   ·  Flag as inappropriate

    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.

  • Henry H commented  ·   ·  Flag as inappropriate

    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.

  • info commented  ·   ·  Flag as inappropriate

    yup major yes!

    I had to figure out what i had done! the muscle memory still kicks in though...

    Kev

  • Robbert commented  ·   ·  Flag as inappropriate

    So much: "Yes!". Our service department has generated countless double invoices which we had to clean up!

Feedback and Knowledge Base