Deleting customers (editing customer on Invoice)

[Derek Atkins]

Christoph Holtermann <c.holtermann at gmx.de> writes:

> 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.

There is.  In the toolbar.  The 5th button in, if you hover over it,
says "Edit Invoice".  In the olden days the buttons actually had text in
them so it was more obvious what they did.  These days you have to hover
to get that text, or know what an icon is.  I personally dislike this
change, but it's not something we can fix in GnuCash -- it's a HIG
change in the toolkit we use.

> 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.

When I first wrote this code I was thinking that, and tried it.  But in
so doing it also makes the fields non-selectable, which means you can't
cut-and-paste out of them.  I preferred being able to cut-and-paste, so
that's the way it is.

Find me a way to make the fields look greyed out but still allow
cut-and-paste and I'll gladly apply that change!  (Patches welcome)

> 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.

All roads take you to the Invoice Register Window.  The only time you
get the pop-up dialog is when you create a new invoice or, from the
invoice window click on "Edit Invoice" to edit the invoice metadata.

It's labeled View/Edit because that interface doesn't know if the
Invoice has already been posted or not.  If it's been posted then it
truly is a "View" window because it's completely non-editable.  However
if it hasn't been posted then it is an "Edit" window, because you can
manipulate the invoice contents.

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

There are two easy (IMHO) ways to get to it.

> regards,
>
> Christoph

-derek

> 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.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>> _______________________________________________
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>>>>> gnucash-user at gnucash.org
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>>>>>
>>>>
>>>> _______________________________________________
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>>>>
>>>
>>>
>>
>>

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available