Deleting customers (editing customer on Invoice)

Sun Jun 21 12:56:57 EDT 2015

Hello,

Am 21.06.2015 um 16:15 schrieb Christoph Holtermann:
> 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.
Made that an enhancement suggestion on bugzilla: https://bugzilla.gnome.org/show_bug.cgi?id=751289
> 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.
Made that an enhancement suggestion on bugzilla: https://bugzilla.gnome.org/show_bug.cgi?id=751288
>
> 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.
I made another enhancement proposal to have a look at some enhancements in this dialog together:
https://bugzilla.gnome.org/show_bug.cgi?id=751290

regards,

Christoph
>
> 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.
>>>>
>>>
>>
>


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