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Two invoicing problems: refunds, reassigning clients

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Sean Hammon

09 Oct, 2013 03:14 PM

I have an invoice that was paid via PayPal that I ended up having to issue a refund for. How do I cancel that payment on cashboard? I will eventually receive payment (the client wanted the money to come from a different account), so the invoice is still valid, just not the recorded payment.

Same client also wanted a different business name showing on two of the invoices. I've created the businesses, but I don't see how to modify the invoice. Do I just delete it and make a new one? What happens to time that was invoiced by those invoices? I'm guessing I'll also need to move the tracked time/tasks to the new business/project as well, but I didn't see a way to do that either.

-Sean

1. Support Staff 1 Posted by Seth B on 09 Oct, 2013 09:30 PM

   

   Hi Sean,

   I have an invoice that was paid via PayPal that I ended up having to issue a refund for. How do I cancel that payment on cashboard? I will eventually receive payment (the client wanted the money to come from a different account), so the invoice is still valid, just not the recorded payment.

   You can't actually issue a refund through PayPal inside Cashboard. You'll have to do that on the PayPal website.
   To "cancel" the payment inside Cashboard simply find the payment record under Payments, then delete it.

   Same client also wanted a different business name showing on two of the invoices. I've created the businesses, but I don't see how to modify the invoice.

   Do I just delete it and make a new one? What happens to time that was invoiced by those invoices?

   You don't modify the invoice in this case - you'd simply change the client's business name under their record on the Contacts tab.

   Don't delete the invoice. Editing their business name under Contacts will automatically update the invoices you've created for them.

   Let me know if you've got any further questions.

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2. 2 Posted by Sean Hammon on 13 Oct, 2013 03:17 PM

   

   Well, here's my dilemma then. My client is an attorney. Some work I do for
   him. Some I do for a couple of his clients. Originally he told me to
   invoice him for all work. So I did. Now he wants the name of his clients to
   show on the invoices for that work. So I have three invoices with his name
   on them. One needs to stay that way. Once needs to show Client B and the
   other needs to show Client C.

   So, if I edit the client name and send and invoice, edit it again and send
   the other invoice will that work? I'm less concerned about where the money
   is coming from. Going forward, I'll make sure time gets into the right
   place, but I'm stuck now.

   -Sean

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3. Support Staff 3 Posted by Seth B on 14 Oct, 2013 01:40 AM

   

   So, if I edit the client name and send and invoice, edit it again and send the other invoice will that work?

   Yes, that should work if you're only sending PDF files...

   However, if they login to view it online, it'll say whatever the current client name is for the contact.

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4. 4 Posted by Sean Hammon on 16 Oct, 2013 02:25 PM

   

   Hey, Seth.

   Thanks for your help. Changing the client name didn't work. It does
   propagate everywhere throughout the site. I guess if the client was going
   to log in that would be important. In this case, where I'll just send some
   PDF files, all I ended up having to do was edit the address on the invoice.
   That is all that shows on the invoice itself. Do'n't know why that didn't
   occur to me sooner.

   Thanks again for your response.

   -Sean

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5. Sean Hammon closed this discussion on 15 Nov, 2014 04:24 PM.