Edits, deletes, or any form of changes made to past invoices can cause data discrepancies that could lead to inaccurate financial reporting. To prevent this, Zenoti restricts the ability to makes changes to past financial data.

In this article, you will learn about the different known issues and workarounds that you can follow if you are not able to reopen, edit, or delete an invoice.

You cannot reopen an invoice if:

  • It has a package sale and package redemption.

  • It has a membership sale and membership redemption.

  • It has a gift card sale and gift card redemption.

  • It has a gift card sale and gift card redemption.

  • It has been refunded.

  • It has a membership for which the customer has accepted the terms and conditions.

  • It has an appointment marked as redo.

  • It has a financial lock.

  • You do not have the necessary permissions to reopen an invoice.

Workarounds for common invoice related queries

Query

Workaround

Not able to reopen an invoice with a gift card redemption

Undo the gift card redemption.

Not able to reopen an invoice with a package redemption

Undo the package redemption.

Not able to reopen an invoice with a membership redemption.

Undo the membership redemption.

Not able to reopen invoice with membership after removing all redemption invoices.

You cannot reopen an invoice after the membership was purchased and used.

Not able to reopen an invoice if there is a 90 days financial lock

Edit the number of lock days.

Not able to delete or close an invoice beyond 90 days

Add a non-monetary custom payment to the invoice, close the invoice, and refund it. This way, the positive and negative transactions will nullify and not show up on your collections.

You have the option to disable the 90 days lock period. However, there are implications to opting for this option. To learn more about this option, please contact Zenoti support.

Did this answer your question?