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Regular Member
Posts: 358
Registered: ‎03-04-2015
Kudos: 47
Solutions: 1

Invoices marked as uncollected still shows as past due

Is good that you guys added the option but in reality is not working ... marked and still showing as non paid.

UCRM v2.13.1

Ubiquiti Employee
Posts: 3,401
Registered: ‎12-10-2015
Kudos: 1217
Solutions: 264

Re: Invoices marked as uncollected still shows as past due

Hi,

are you refering to this feature introduced in 2.13.0?

 

  • New: When you use the batch sending of unsent invoices, you can mark some invoices as "already sent" so they won't be shown in the list any more.

 

This is to make the batch sending easier and better organized. It doesn't turn "unpaid invoice" into "paid invoice"

Regular Member
Posts: 358
Registered: ‎03-04-2015
Kudos: 47
Solutions: 1

Re: Invoices marked as uncollected still shows as past due

[ Edited ]

@UBNT-Petr - if we have a client that left without paying 1 or 2 invoices. We want to keep the invoice as a loss, on the invoice tab you guys put the option "Mark as uncollectible" and if you hover over the black text info says "Mark this invoice as uncollectible to hide it from overdue invoices on dashboard. The client will still see it the same way as before".

 

Our clients don't have access to client zone as of today and this clients that I'm talking about are already archived but still continue to show this unpaid invoices in the Overdue invoices tab for 100 days, 50 days ... right now we are forced to print a pdf from account statement which shows that client still owes this amount and void the invoice all together to stop showing as overdue forever. Isn't the "mark as uncollectable" option is for ?!!!

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Ubiquiti Employee
Posts: 3,401
Registered: ‎12-10-2015
Kudos: 1217
Solutions: 264

Re: Invoices marked as uncollected still shows as past due

@ZeRo-cOol it does what it says: hides the invoice from the Invoice box on the dashboard.

I assume you want to hide it from the same box on the client's profile page, right? If so, this can be done for sure. 

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