Hi,
We would like to know how other user or Zoho Books handle the issue of handling a wrong invoice or wrong details in the invoice, that has already been sent to the customer.
The scenario is as below.
1.We converted a Sales Order (SO-2022-001) into an invoice (INV-2022-001).
2.We sent an invoice (INV-2022-001) with quantity =1 and invoice amount €10,000, to the client.
3.Client replied that there is an error in the description of the product.
4.By law, any changes in the invoice needs a new reissuance, so we needed to cancel that invoice (2022-001) with a credit note (CN-001) with quantity =1 and invoice amount €10,000 applied. And sent the Credit note to the client.
NOW, the issue is, how do we reissue a new invoice from the same Sales Order (SO-2022-001), as this is already closed immediately after the invoiced had been issued?
We tried to clone the invoice (INV-2022-001) into another invoice but it is hit and miss with error Invoice created from the following entities cannot be cloned: Timesheets,Estimates,Bills. What is the rule for cloning an invoice?
Even when we do get to clone some invoices, we can enter all the correct details into the new invoice (INV-2022-001), the new invoice doesn't link to the Sales Order (SO-2022-001), how do we link that invoice specifically?
Thanks