Quickbooks gets sync'd with the invoice, if an invoice for any reason needs to be deleted then we are left with a record in QB but not CRM. We think that having a void function would allow us to still find that invoice.
Michael Miller commented
Would love the ability to void invoices as well!
Pamela Storch commented
4 and a half years and no progress. I wonder what is taking so long? Any update from the developers?
definitely need this one! When Tech's remove a charge from an invoice that was created! A person cannot sync QB's to it.
Bill Hamilton commented
Wow, "Planned" for three years?!? When will this important accounting feature be implemented?
This is still a huge issue. Please implement.
Seriously need this.
It is so important to have a Void invoice, we need to have a trail of our invoices.
please add this feature its imperative.
any updates on an option to void estimates?
I agree of the importance of this because even though we presently use Xero, instead of Quickbooks, we still are having the same issues as Quickbook users are. We need to be able to void invoices.
I think is really important to implement this functionality. Please, work on it...
This API documentation provides instructions on how to issue refund receipts in QBO,
Voiding indivual invoices is also implemented via the Void section found in this documentation
Credit memos could also be used, but are not preferred.
In my opinion as a developer who's done plenty QBO API tasks for our clients I can tell you the easiest way to implement this functionality is;
1. If an entire invoice is voided or deleted from repairshopr, push the void command. QBO doesn't have object limits like desktop does, no need to worry about deleting invoices from QBO, Intuit's cloud can handle the data, which I understand can be resource intensive for cloud web applications like Repairshopr. Most customers love having the history in QB to provide an audit trail, Ex: clerk accidentally deletes invoice in RepairShopr, management who uses and watches QBO can see all history, basically a paper trail here.
Next, for refund receipts, this can be implemented by issuing indivual refunds to customers, or the register account. RepairShopr already generates a separate refund invoice when processing refunds. This could easily be pushed into QBO as a refund receipt. The detail here is nice to have in QBO as it can be used to see separate transactions in QBO as items are returned. Very useful for transactions that have many items that may be returned at different times. By pushing a correct payment type, as is already functional in the begin refund screen, deposits would match in QBO, eliminating manual double entry. Pushing refund receipts with dates is also very helpful for business to see their exact cash flows in QBO. Ex. 10 Items are purchased on 1/1/16, the invoice is pushed to QBO, 2 items are returned on 1/15/16, a refund is pushed on this date, leaving 8 that are still technically sold. After this refund is synced, the accounts are accurate with the current state and current time, as items maybe returned in the future, more refunds can be pushed. The functionality for this is already in Repairshopr, the connection just needs to be made.
I've reached out to our intuit reps in the channel, and this one of the biggest complaints they hear about Repairshopr as a QBO add on solution, basically that the QBO integration isn't completely functional, customer account charges isn't truly functional either. Repairshopr is a front end and operations solution, not accounting, many business have employees that handle billing, and not being able to print statements, and have payments received in QB not apply to Repairshopr adds a lot of manual work.
Overall we feel like the software is great, and feel like typing up the final strings with QBO integration wouldn't only help us, and our clients, but also Repairshopr.
Bump, we really need this
Stephen Koscelansky commented
Client owes me money. Its unrecoverable. Can't delete invoices. In lawsuit. Please make void or unrecoverable option asap so I can clean up all these people that will never pay me.
We use QB Online and have found that zero'ing out an invoice in RS is the best workaround. It doesn't have the original values, but at least it retains some of the data, the invoice #, etc. If all line items are have their value zero'd then that pushes out to QBO. Ironically, you can't create a $0 invoice and have it sync to QBO, but you can create an invoice with a positive $ figure then change it to $0 and have that sync.
bump for this. I have invoices i'd like to void and still be able to reference instead of delete. What's the hold up?
Matt Jones commented
Do we know when this is coming? I have a few invoices right now that I don't want counting towards our overdue totals, but may need to reference in the future so I don't want to delete without any trail of it.
Voiding an invoice should definitely be a standard action to do to that type of record. Voted.
Richie Schut commented
I was a bit surprised that this feature is not already included.
Ryan (CTO, Pinellas Computers) commented
Shout out to @Daniel
I think this kind of ties into a previous request I made for "Deleted tickets/invoices/etc":
Also, this recent one about audit reports for deleted/voided items:
What do you think?
Daniel Koster commented
Not sure if this comment will go anywhere since it's a "completed" request, but I'm adding some votes here. I have an invoice that was emailed to customer and now needs to be voided. I don't want to delete it since the invoice number is still valid and there may be confusion in the future if the customer is going over old invoices. QB can 'void' an invoice and change it to a $0 paid invoice. I'd like to see the same on the RS system.