Feature Request: Add notes to an invoice AFTER it is completed

ngilsonngilson Member Posts: 62 ✭
in Feedback

I know the reasons for not allowing an invoice to be modified after completion, but sometimes a customer has a last minute change, or an employee forgets to add a shipping address. It would be helpful to be able to add a note to the invoice in the system.

Thanks!

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6 comments

  • VD_LSVD_LS Administrator, Moderator, Lightspeed Staff Posts: 796 moderator

    Hey @ngilson


    To clarify, when you say invoice, are you referring to a completed sale within retail?

    ———

    If you have any further questions Please do not hesitate to contact LightSpeed support or check out our Support Page.


    All the best!

    Vanessa

    Lightspeed Retail Support

    866-932-1801 ext. 2 (Toll-Free)

    514-907-1801 ext. 2 (Montreal)

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  • ngilsonngilson Member Posts: 62 ✭

    Yes, correct. And maybe there is a way to do this that I just haven't found. We encountered this the other day when an employee failed to click the "ship" button, so that the shipping address would print on the invoice. We weren't able to find a way to include this information easily, so just hand wrote it on.

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  • VD_LSVD_LS Administrator, Moderator, Lightspeed Staff Posts: 796 moderator

    Hey @ngilson ,


    You could add an internal or receipt note after the sale is complete depending on if you want it to appear on the receipt or not.


    Screen Shot 2021-03-19 at 3.03.24 PM.png


    To set this up, go into the sale card of the sale you completed and they will both display on the bottom-right of the card with a reminder on whether it will appear on the receipt or not.


    Hope this helps!

    ———

    If you have any further questions Please do not hesitate to contact LightSpeed support or check out our Support Page.


    All the best!

    Vanessa

    Lightspeed Retail Support

    866-932-1801 ext. 2 (Toll-Free)

    514-907-1801 ext. 2 (Montreal)

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  • ursulaursula Member Posts: 5

    Hi Vanessa, thanks for helping out. Yes, I am referring to completed sale in Retail. We could 'unpost' invoices in Onsite. That function is needed. Appreciate, if the Lightspeed Team could activate such function at least on the owner level. Thank you

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  • ngilsonngilson Member Posts: 62 ✭

    Excellent. Thank you!

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  • VD_LSVD_LS Administrator, Moderator, Lightspeed Staff Posts: 796 moderator

    Hey @ursula ,


    Would you mind going into what unposting an invoice in Onsite would do? Would it extract and discard it from the sales reports but still appear in a "terminated invoice" section? Or is this for different purposes?

    ———

    If you have any further questions Please do not hesitate to contact LightSpeed support or check out our Support Page.


    All the best!

    Vanessa

    Lightspeed Retail Support

    866-932-1801 ext. 2 (Toll-Free)

    514-907-1801 ext. 2 (Montreal)

    · Share on Google+
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