Home Forums Support deleting invoices

This topic contains 3 replies, has 2 voices, and was last updated by  Hillel Coren 2 weeks ago.

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  • #23158

    asn
    Participant

    Hi thank you for the excellent software, I am using the self-hosted version and have a few questions:

    Is it possible to permantly delete invoices? If not will deleting/editing items in an invoice leave any trails? e.g. If an invoice was originally with 5 items a total of $69 and deleting some items makes it $30 could I find the previous total amount?

    Is it possible to disable client portal? My usecase is for generating invoices and manageing clients and their purchases/payments none of my clients will ever use the portal, we only accept CASH or BANK TRANSFER.

    Is it possible to delete the payment types e.g. Cash/Card/AMEX/Bitcoin etc

    Thanks

    #23159

    Hillel Coren
    Keymaster

    Yes, you can either purge a client (which will permanently delete all of their invoices) or purge your data (which will permanently delete all invoices).

    The portal can be disabled on Settings > Client Portal > Navigation.

    Sorry, it isn’t supported.

    #23161

    asn
    Participant

    Hi thank you for the prompt reply.
    Wihout purging I take it there isn’t a way to delete single invoices? Does editing an invoice overwrite previous invoice? Or will it leave a trail in the database?

    Is a side-effect of disabling client-portal that I am no longer able to view all invoices for a client, like one found on https://../public/client/invoices or is there a way to view this even if I disable the portal?

    Thanks again.

    #23162

    Hillel Coren
    Keymaster

    When you change an invoice the app keeps track of each version.

    I believe that section would be disabled.

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