Can you unfinalise an invoice in MechanicDesk?

Q: Can you unfinalise an invoice in MechanicDesk?

A: No, once an invoice is finalised in MechanicDesk, it cannot be unfinalised. Finalisation triggers stock adjustments and synchronises the invoice with your accounting software, both of which are irreversible.

If changes are needed:

• If the invoice is still in the final stages, you may be able to edit it.
• If it was just created, the easiest approach is to delete it and create a new invoice.

Important: Any edits or deletions must also be made in your accounting software to keep records accurate.

For jobs with deposits or payments recorded via your accounting package, follow these steps to handle partial payments correctly:

1. Delete the deposit payment in your accounting software.
2. Delete the finalised invoice in your accounting software.
3. Delete the invoice in MechanicDesk.
4. Create a new invoice from the job.
5. Create a deposit invoice, capture the payment, and finalise it.
6. Once the job is complete, finalise the main invoice.