HI all, we are cleaning out old invoices (covid projects am I right?) and noticing a lot of invoices were created to add one or two tickets to group sales. This creates extra work for us to manage and track and is just a cluttered mess when it comes to applying checks to constituents with more than one group sale like schools. Has anyone found a way to combine invoices or to add a charge to an invoice that has already been created?
Hi Aaron,
This is Zach Domrese with the Support team. Just wanted to add some input on this one!
Unfortunately, once an invoice has been created and saved to a constituent record it can not be adjusted to a higher amount. However there are some other adjustments to your process that could be made to reduce the number of times this double invoicing occurs. If you have a specific MOS for group sales you could uncheck the Must Be Paid in the MOS setup.
Must Be Paid – When checked, orders in the mode of sale must be fully paid before they can be saved. If not checked, orders can be saved unpaid or partially paid. It is common to leave this box unchecked for subscription and group sales modes of sale.
In this case, you would be able to wait until much closer to the event to create the invoice.
If you have any further questions you can reply here or, as always, open a support ticket or reach out to us at 1 (888) 643-5778 x 201.
Thanks!
Zach