Deleting customers (editing customer on Invoice)

Sun Jun 21 10:15:04 EDT 2015

I also found that menu now. Thanks !

I'd suggest
adding another button beside the owners
name to switch customer. Or to have a
big edit button that leads to the edit dialogue.
And couldn't the text fields that are ineditable
be stopped to act as if they are ? It's misleading
to have the comment/memo field behave
the same way as the owner field. The only
difference is that what you type only stays
in the memo field. Maybe the background
could have another color (maybe grey) or
however ineditability is best displayed.

In the search invoice dialogue when i click
the button view/edit (I guess, I'm using the
german translation) the invoice ledger (is it
called so) shows. The term view/edit is some-
what misleading because I don't get directly
to the edit dialogue I today discovered but
only in another second step by the edit menu.

But actually this just comes down to the point
that the edit menu is a bit too hidden for my
opinion.

regards,

Christoph

Am 21.06.2015 um 15:22 schrieb Mart:
>>> Yes it will; you just clicked on the wrong button.  You clicked on "Edit
>>> Customer", not the "Edit Invoice" toolbar button.  If you click on the
>
>
> Good news (for me), you are correct :)
>
> Select un-posted invoice,
>
> Fom menu:
>  Edit > Edit Invoice
>
> and voilà!
>
> I probably gave up many versions ago :)
>
>
> On 21.06.2015 15:01, Derek Atkins wrote:
>> Hi,
>>
>> On Sun, June 21, 2015 7:46 am, Mart wrote:
>>> On 21.06.2015 13:22, Geert Janssens wrote:
>>>> On Sunday 21 June 2015 07:53:39 Christoph Holtermann wrote:
>>>>> Hello Geert,
>>>>>
>>>>> This question is a bit old, but still moving me.
>>>>> In gnucash I didn't find a way to change the owner of the invoice. If
>>>>> I unpost the invoice I only have the possibility to change the owners
>>>>> details but I couldn't find a way to change between owners. It's the
>>>>> same for the number of the invoice. Using the python bindings I can
>>>>> change both.
>>>>>
>>>> You can do the same in gnucash. I agree the invoice window is misleading
>>>> in this respect,
>>>> because it lists the owner but no way to choose another one directly.
>>>
>>> Owner? Do you mean Customer?
>>
>> Yes.  For a Customer Invoice the Owner is a Customer.  For a Vendor Bill
>> the Owner is a Vendor.  We use the term "Owner" generically around here.
>>
>>>
>>>>
>>>> Instead you have to choose "Edit invoice" or something similar (I'm not
>>>> at a computer with
>>>> gnucash installed right now). There is also a toolbar button for it.
>>>>
>>>> That will pop up the same window you saw when you created the invoice
>>>> and will allow you
>>>> to choose another owner.
>>>
>>> No, it will not. It allows you to screw up your existing Customers name,
>>> ID, address etc.  I have really hard time calling this "Changing a
>>> customer on a invoice"
>>
>> Yes it will; you just clicked on the wrong button.  You clicked on "Edit
>> Customer", not the "Edit Invoice" toolbar button.  If you click on the
>> Edit Invoice button (I believe it may also be in the drop-down menu, but
>> I'm also not near a running gnucash so can't check for you) it will pop up
>> a dialog that looks just like the "New Invoice" dialog, but says "Edit
>> Invoice".  This allows you to change the Invoice ID, Customer, Currency,
>> and a bunch of other core pieces of the Invoice.
>>
>>> I have no idea how this will affect previous transactions with now
>>> "updated" client. I am not going to test it :)
>>
>> If you actually edited the customer then it will affect all other invoices.
>>
>>>
>>>>
>>>> Hth,
>>>>
>>>> Geert
>>>>
>>>>> regards,
>>>>>
>>>>> Christoph
>>
>> -derek
>>
>>>>> Am 16.11.2014 um 18:34 schrieb Geert Janssens:
>>>>>> On Sunday 16 November 2014 18:26:43 Christoph Holtermann wrote:
>>>>>>> Hello,
>>>>>>>
>>>>>>> Am 15.11.2014 um 09:01 schrieb AC:
>>>>>>>> I was playing around with the business parts of GC just to see
>>>>>>>> what
>>>>>>>>
>>>>>>>> they did (no need for that particular part of the application,
>>>>>>>> just
>>>>>>>>
>>>>>>>> curiosity). Is it possible to delete a customer from the
>>>>>>>> database?
>>>>>>>>
>>>>>>>> There's no obvious interface to do so.
>>>>>>>>
>>>>>>>> _______________________________________________
>>>>>>>>
>>>>>>>> gnucash-user mailing list
>>>>>>>>
>>>>>>>> gnucash-user at gnucash.org
>>>>>>>>
>>>>>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>>>>>>
>>>>>>>> -----
>>>>>>>>
>>>>>>>> Please remember to CC this list on all your replies.
>>>>>>>>
>>>>>>>> You can do this by using Reply-To-List or Reply-All.
>>>>>>>
>>>>>>> That's a good question. I'd like to know that, too.
>>>>>>
>>>>>> I don't think this was ever implemented.
>>>>>>
>>>>>>
>>>>>>
>>>>>> I looked into deleting invoices once but eventually abandoned my
>>>>>> effort. Without extreme precaution gnucash would crash each time.>
>>>>>>> And I'd like to know how to decrement the new customer counter
>>>>>>> because
>>>>>>>
>>>>>>> accidentally it is about 4000 now.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> Another question: Can I change the customer an invoice belongs to
>>>>>>> ?
>>>>>>
>>>>>> Sure you can: unpost the invoice, edit the invoice, choose another
>>>>>> customer, repost.
>>>>>>
>>>>>>
>>>>>>
>>>>>> There are some caveats though: the most straightforward one being
>>>>>> that if you unpost a paid invoice it will become unpaid and the
>>>>>> payment will be kept around as a pre-payment for the customer.
>>>>>> After changing the invoice owner and reposting the payment will not
>>>>>> be reassociated with the invoice. If the payment was meant for this
>>>>>> new customer as well, you'll have to manually remove the old
>>>>>> payment (and probably the accompanying lot link transaction if it
>>>>>> exists) and redo the payment.
>>>>>>
>>>>>>
>>>>>>
>>>> _______________________________________________
>>>> gnucash-user mailing list
>>>> gnucash-user at gnucash.org
>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>> -----
>>>> Please remember to CC this list on all your replies.
>>>> You can do this by using Reply-To-List or Reply-All.
>>>>
>>>
>>> _______________________________________________
>>> gnucash-user mailing list
>>> gnucash-user at gnucash.org
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>> -----
>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.
>>>
>>
>>
>
>

-- 
--- Nachricht gesendet von C. Holtermann ---
-                                          -
-  Verschlüsselte Nachrichten können über  -
- den öffentlichen Schlüssel auf folgendem -
- Keyserver an mich gesendet werden:       -
http://pgp.mit.edu:11371/pks/lookup?op=get&search=0x4DD9CF0482B0620B