Feature Requests

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Retainer Invoices - Allow Deletions and Edits

Clients would like to be able to delete/edit retainer invoices.  Because they can't be deleted, matters also can't be deleted and must be made Inactive instead.

  • Guest
  • Sep 20 2019
  • Shipped
How often would you use this request?

monthly

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  • Admin
    Shoaib Mehmood commented
    August 24, 2023 15:39

    You can void a Retainer Invoice by selecting it and clicking on the Void button on the top right.



    As for edit capability, the invoice has a limited set of fields. So you can always void and recreate it.

  • Bub-Joo Lee commented
    December 27, 2019 00:56

    "Retainer Invoices" can't be deleted, even if created by mistake, or if it contains an error.  Please provide the option to delete them !  Thank you in advance.

  • Guest commented
    December 16, 2019 18:54

    Retainers should not be taxable!  Also shouldn't charge interest!