Aborted project archived, unpaid invoice still present

Stephanie Hudson's Avatar

Stephanie Hudson

03 Apr, 2013 08:09 PM

Hi All. I had a client bail on a project halfway through and not pay their remaining balance. I eventually archived the project, but the unpaid invoice still shows up in the "unpaid invoices" section of the billing summary on the home page dashboard. I would like to retain the invoice for my records, but don't want it impacting that total. Seems to me archiving the project would archive all its related bits and pieces, but that doesn't seem to be the case.

Suggestions?

  1. Support Staff 1 Posted by Seth B on 03 Apr, 2013 08:24 PM

    Seth B's Avatar

    Hi Stephanie,

    Sorry to hear about the lame client. I've had that happen to me a couple
    times also. Never fun!

    I understand how you might think archiving a project should also do
    something to the "related bits" - but indeed that's not how it works (for a
    few reasons).

    One - we don't have a concept of archived invoices. Invoices are either
    "paid" or "unpaid".

    If you wish to retain the invoice but simply write it off, you can record a
    payment for it, and note in the payment notes that its a credit. The second
    option is to create a negative line item on the invoice itself to balance
    the total to zero.

    Let us know if you need anything else.

    - s

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