I email my customers advance invoices for repairing small items they courier to me - but occasionally a customer will never send in their item… and I never hear from them again. (Nothing lost, nothing gained.) I don’t see any way of “inactivating” the invoices for these “no-show” customers, but I don’t really want to delete the invoices completely for auditing purposes. What should I do?
What exactly do you create in Manager - if it is a Sales Invoice, then you need to either delete it or enter a Credit Note
Otherwise you have recorded an income that you will never receive
Yes, a Sales Invoice… and at the end of the financial year (by which time I’ve almost forgotten that customer was a “no show”) these invoices show up as an “overdue” account under Accounts Receivable. Simplest way is to just delete the invoice, but I think a credit note (if that’s possible for an unpaid invoice) would be better for audit purposes.
You are doing it wrong. You need to send them Quotation not Invoices.
Enable Sales Quote tab and create Sales Quotes for this purpose. You can also change the Title of Sales Quote to something else like Estimate.
If that transaction occurs copy that Quote to Invoice. If not leave that Quote as it is because it doesn’t affect any accounting data.
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YOu cant invoice someone for work that has not been carried out. You need to issue a Quite/estimate. This will only get activated of you [Moderated: open it and in view screen click copy to Sales invoice] when the work is done