Hello, I would like to know how to invalidate an invoice in EBP Business Management Pro Thank you in advance Configuration: Windows / Chrome 49.0.2623.112

invalidate an invoice : CCM

Réponse 1 / 5

OmegaSoft Posted messages 367 Status Membre 65

Hello Lolo,

If it is a 2018 version, following the law coming into effect on January 1st, it has been established that it is impossible to delete or modify an invoice once validated.
The Unvalidate button no longer exists.

In case of an error on an invoice, whatever it may be, you must create a credit note.

Best regards,

Saif
Trainer.

AS44410 Posted messages 6 Status Membre

Hello,

However, the delete button is still there...
How can we invalidate the invoice when it hasn't been paid and there's just a date error?

Thank you!

OmegaSoft Posted messages 367 Status Membre 65

Hello AS44410,

Yes, in fact, the Delete button is still there but only works on so-called temporary invoices (not validated).
If you click on it, it will give you a message saying that it is impossible to delete a validated invoice.

The only option today is to issue a credit note, whether you have a date error, content error, or even just a misplaced accent on the client's name.

Best regards,

Saif
Trainer

Réponse 2 / 5

xplom Posted messages 13834 Registration date Status Modérateur Last intervention 479

Hello
while waiting for the response from OmegaSoft
personally I keep the same invoice number and add an A (for credit) at the end of the number
it stays filed like that

I am on Sage

--
what seems obvious to some is not necessarily so for others

OmegaSoft Posted messages 367 Status Membre 65

Indeed xplom, the credits have a different chronology (and numbering). It’s an elegant way for you to handle the credits.
However, I’m not sure if credit invoices should follow the same rule of number continuity. To be checked!

xplom Posted messages 13834 Registration date Status Modérateur Last intervention 479 > OmegaSoft Posted messages 367 Status Membre

well
I’m married to an accountant, but accounting is the topic that annoys us, I wouldn’t dare to ask her about the tweaking in Sage management
the invoice date of 1111A is chronologically wrong (credit note) but it’s just below 1111

unless the balance sheet date is exceeded! etc... (I can already hear the boss explaining to me in complicated terms the why and how)

for household peace, carry on alone :o)

AS44410 Posted messages 6 Status Membre

How do you add an A to the invoice number? I can't do it on my end! ...
Thank you!

xplom Posted messages 13834 Registration date Status Modérateur Last intervention 479 > AS44410 Posted messages 6 Status Membre

Well, I don't know how she does it! The mysteries of accounting...
Just so you know, I'm not using EBP but SAGE.

OmegaSoft Posted messages 367 Status Membre 65

AS44410, in EBP your credit invoices follow a different numbering system. They have their own numbering which by default starts with AV (AV0001, AV0002, ...).

Réponse 3 / 5

PERLES

As a small business owner, these software programs are difficult to access when you're not used to them. They've almost become mandatory over time. I don't have a cash register to manage and shouldn't be hindered by this overly restrictive law. It's outrageous. Therefore, to avoid having unmanageable accounting at the end, I create orders that I send to clients in the form of pro forma invoices, then I transfer them to final billing. You need to take the time to set up templates

I'm sending this message in case you, like me, have a small business. Because this law is unfair. Of course, you can't use this if you're not self-employed.
QED

xplom Posted messages 13834 Registration date Status Modérateur Last intervention 479

Hi Perles
it's a solution... I prefer the F10 key => deleted

Perle

Hi xplom. Thank you for your reply. Yes, I agree to delete, but I can't delete an invoice in the middle of the year, so I'll transfer the orders to invoices at the end of the fiscal year. Otherwise, I don't see what you're trying to tell me.

xplom Posted messages 13834 Registration date Status Modérateur Last intervention 479 > Perle

well it's my soup on sage, can't say more

Réponse 4 / 5

jessica

Hello,

I was in the process of preparing my invoices for March, and I made a mistake; an invoice that should have been for March 11 was mistakenly dated May 6. EBP won't let me continue with my invoices from March 11; it won't validate them and insists that I set the dates to May 6 or later, but I don’t want to! March is March, and it goes into my accounting.

I created my credit note, but they won’t let me validate an invoice unless it's dated after May 6.

Help please.

jessica

Temporary 196 until March 11 (does not want to validate it for me because I have to be on May 6 or later)
invoice 195 on May 6
invoice 194 on March 11
invoice 193 on March 11

OmegaSoft Posted messages 367 Status Membre 65

Hello,

There is no going back. An invoice with final numbering cannot be deleted. To comply with the law, invoices must follow an ascending chronological order in both numbers AND invoice dates.
Therefore, no invoice can be generated with a date prior to the date of the previous invoice.
A credit note won't change anything.

Unless you have a backup from before the creation of invoice 195, all your invoices will be from May or later.

Best regards,

Saif
Trainer

jessica

Concretely, can I create a new company account folder? Link it with my EBP accounting? Re-enter all my invoices from January, February, March, not transfer them to my accounting (since they are already there) and continue to issue my invoices from March 11, then transfer them to accounting at that point, or ditch EBP XD

There must be a solution, even if it's tedious
Thank you for your reply, Saif

jessica

I just saw that I have backups from different days (sorry I'm just starting out) I might be able to retrieve an old backup, it's in the form of a file with three books on top of each other. In the meantime, I've been in contact with EBP for 40 minutes now, they're going to blow my plan.

jessica

I did a backup restoration! I restored a backup from February, so it's all good! For the novices, click on OPTION --- RESTORATION ---- first step back up the folder, second step ---- it shows you the same backup message: click next, then at one point there are three dots on the right, click on them and open an old backup (zip file), click next, then it will show you a message in a box, take the first solution. Then always click next, and it will show you the old backup, my invoices are from February, just have to redo 50 invoices before I made my mistake (which I won't do again Oo) thanks to Saif for his advice! hugs

Réponse 5 / 5

amel50 Posted messages 1 Status Membre

Hello
I have been using EBP quotes and invoicing for 7 years. We updated it at the beginning of 2018.
Since then, I have a problem with my deposit invoices.
When I create a deposit invoice and validate it immediately, the payment is requested and approved.
But when I create my invoice and I want to link it to my deposit invoice, I get an error message stating that my deposit invoice is not settled.
Even though my client shows a balance of 0 on the deposit invoice in my payment list, in my deposit invoice list, it still shows that the balance remains due.
After the transfer to accounting, I can see the payment of my deposit in my accounts.
I didn't have this issue before the update.
Maybe someone has a solution.
Thank you.

ra

Hello,
I have the same issue, but even before version 2018...
I don't have a solution... it's a hassle
sorry

Invalidate an invoice

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