13.02.2019 - [INFORMATION] Working on your documents created before the update of 23.01.2019



Please note! This article is only relevant to you, if your account was created before 07.03.2017
 
If your account was updated on 23.01.2019, your documents created before this update are now locked and cannot be edited. You might also notice that some functionalities are missing in the new version. We apologise if this causes you any inconvenience. In the following article, we try to address these aspects of the change.
 
The new invoice editor is built on new and better technology, when compared with the old editor. As such, we highly recommend to check that your browser is up to date. In addition to this, the new invoice editor isn't able to process invoices created with the old editor. This is the reason why old invoices (created with the old invoice editor) are now labelled as LOCKED in the new version. However, it is no longer possible to send these invoices created with the old invoice editor by email, but you are still able to view and download PDF copies of these, as well as modify their status (paid, not paid, etc.).

Handling old invoices
 
There are still a number of things you can do with your locked invoices and in the following, we’ll explain a few workarounds that you might find useful:
 
Creating a credit note for an old invoice - In order to create a credit note for an old invoice, manually create a new 'negative invoice':
 
  1. Create a new invoice which is identical to the old invoice, but with negative values.
  2. Change the header of the negative invoice to Credit note.
  3. Add the invoice number of the old invoice in the message field. 
  4. Mark both the original and the new negative invoice as Paid.

Editing an old invoice - In the event that you would need to edit an old invoice you should: 1) create a credit note (as described above) to void the old invoice, and 2) create a new invoice.
 
Deleting an old invoice - You can still delete an old invoice. However, please note that once deleted, the invoice it cannot be restored, retrieved, or copied as new.

Copying an old invoice as new - In order to create a new identical invoice, you will have to create the invoice again.
 

Handling old estimates
 
Similarly to the limitations placed on the old invoices described above, the new editor will not be able to process any estimates created with the old editor. If you would like to create an invoice from a locked estimate, the solution would be to create a new invoice based on the information of the old invoice. It's not possible to copy old estimates as new, so in this case, creating a completely new estimate is the only solution. Unfortunately, there is no way to delete or edit old estimates. Estimates however, do not affect your reports in Zervant, so any extra estimates will not create any problems for you regarding your reports.
 
Removed features
 
  • Multi-user user accounts - will be reintroduced in the future.
  • Recurring invoices - will be reintroduced in the future.
  • Receipts - as you may have noticed, we just launched a new receipts function that allows you to create a receipt from a paid invoice, to inform your customer that they have successfully paid your invoice.
  • Improvements to time tracker - we are already working on improving our time tracking function, based on the excellent customer feedback we received.




Last Updated: Apr 26, 2019 04:08 PM

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