Post Payment Editing
under review
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Numerous Orca
Currently orders cannot be edited in any function after payment has been applied to an invoice via xero. We need flexibility in the edit order function, to be able to modify due dates and update pricing / line items if required. Often times orders will change slightly between deposit payments recieved and final payments requested. Without being able to edit on Factory, we are limited to how we use the Factory program bbusiness wide. We have implemented physical paper work orders with handwritten edits to get aroound this, but it means that we can't really rely on the dates / information in factory after a certain point.
Paul Lutkajtis
under review
Paul Lutkajtis
Hi There!
The primary blocker for editing jobs that have payments applied is actually Xero itself, as it will now allow most changes to be made (especially to line items and pricing) if payments are recorded against the invoice. While we could theoretically allow changes, the only way we could update the corresponding Xero invoice would be to automatically 'void' the payment, make the changes, then reapply the payment. Our concern there is around messing up your ledger by changing the date/time that payments were applied :)
Would love to hear your feedback on this though!
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Numerous Orca
Paul Lutkajtis Hi Paul!
Thanks for your feedback - would we have to void the payment, or could we just reverse the payment in xero? If we remove the payment from xero, we can edit that invoice. Would it sync back to factory and allow editing that way?
Paul Lutkajtis
Numerous Orca: If we went down this path, we'd ideally do this for you I.e. if payments are applied to an invoice and you edit that job in Factory, we would:
1) Remove the payments on the invoice
2) Update the invoice with the required changes
3) Reapply the payments
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Numerous Orca
Paul Lutkajtis Hi Paul! Thanks for your feedback - would there be an easier way to do this?
Ideally we wouldn't be waiting on the Factory team to apply changes in Factory. For example, the only thing i wanted to do was change the required date, as there had been some delays in the production so we needed to rectify that. I can't imagine to expect the factory team to be on call for small changes like this so if we could find a work around that would be easy and swift that would be great :)
If we could do this inhouse - reverse payment on xero, thus opening up the invoice for editing. Similar sync to factory thus opening up the factory order for editing. once saved payments can be reapplied. As far as I can see, we don't apply payments in the factory app, bbut since it's being fed data from xero if we could have that as a two way street that would be perfect
Paul Lutkajtis
Numerous Orca: When I say we'll do it for you, I meant we'd build this into the platform so that it happens automatically :) I.e. when you hit the 'Submit' button, we'd remove existing payments, update the invoice, then reapply the payments all automatically.