Having the option to revise MS invoices to correct pricing, add POs, change job info would be much easier than having to void invoices and re-bill. Some of our customers send POs after they receive their invoices and we cannot currently add those POs to the invoice in Vista because it is not possible to revise invoices or tickets once they have been billed out.
If there is an issue/error with pricing or job info, we have to void, edit tickets and create a new invoice and make sure to note on the new invoice that is replacing a voided invoice.
Most of our customers would prefer a revised invoice vs voiding the current invoice and creating a new invoice number as that ends up being more work for them as well.
Merydeth Myers
| Company | BLT Companies |
| Job Title / Role | Accounts Receivable |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Yes, we need the ability to revise an invoice. When you void an re-bill, its just confusing to the customer. Most systems have this ability.
Attachments Open full size