Split Invoice

[kikloo]

hi,

 

how to split invoice ?

 

thanks.

[Paul]

There's currently no option to split an invoice into multiple invoices, might be a good feature request.

 

You could do so manually. Open a new window to create a new invoice. Copy line items across from the current invoice to the new one, and delete them from the current.. Save both.

[kikloo]

Hi,

 

Thats disappointing. If blesta cannot split invoices then it should not combine either. Seems Blesta is developing very slowly.

 

 

Thanks for the tip though.

[Paul]

Hi,

 

Thats disappointing. If blesta cannot split invoices then it should not combine either. Seems Blesta is developing very slowly.

 

 

Thanks for the tip though.

 

To be honest, invoice splitting has not been a big request. In many places, modifying an invoice after it has been created is a big no-no as well.

 

Is splitting invoices something you find yourself needing to do often? If so, we'd love to hear more about the business case for it. This seems like a nice to have feature, but nice to haves are not very high on the priority list.

[kikloo]

already replied to that in the feature request section. but as you know that blesta combines services in an invoice either it should not do that and generate invoice for each service or it should not generate invoice at all and move services to different section called expiring or expired and user or admin should be able to select services and generate invoice.

[Paul]

already replied to that in the feature request section. but as you know that blesta combines services in an invoice either it should not do that and generate invoice for each service or it should not generate invoice at all and move services to different section called expiring or expired and user or admin should be able to select services and generate invoice.

 

An option is coming that will allow you to disable combining of services on invoices that renew on the same day.. this would result in a new invoice for every renewing service.

[kikloo]

that is also problematic as people very rarely renew services at my place and i will end up voiding so many invoices. aargh.

[NETLINK]

I've found myself splitting invoices in the past, on WHMCS, but I think merging would be more important.

 

My use case is as follows...

 

A client is behind on 3 or 4 payments. They request a total owed. It's easy for me to add up the total and communicate it to them, but then, sending one combined (pro-forma) invoice, specifying the grand total, is much more convenient than sending out 3 or 4 separate invoices. This causes confusion, and I've often had clients paying the amount specified on only one of the invoices. Then, it makes it awkward and time consuming to revert and explain that there are in fact 2 or 3 unpaid invoices left on the account.

 

I've added some code to the online payment page, making it easier for clients to see all unpaid invoices and make one payment to clear them all when they click on the Pay Now link they get via email, but some people may still be old-fashioned, and prefer giving card details over the phone, and others still pay by cheque/check.

 

In this case, I think combining would be very useful.

[kikloo]

combining is not that important as you can always tell the total and tKe payment and add it as a credit and apply the credit to invoices. splitting is more important.

[NETLINK]

I didn't mean splitting wasn't important, or less important to you or others; I was just stating my own opinion, but I apologize for hijacking your thread.