Re: [GNC] "Deleted" Invoices or Bills
I already answered about them not 'disappearing' and how to mark them to easily find them again, *and* how to find them again for reuse. If you didn't mark them as advised in some fashion and simply left them unposted when closing the tab, then learn to play with 'Find'. Menu: Business > Customer/Vendor > Find Bill/Invoice Set criteria to: 'Is Posted?' to unchecked. That will get you all unposted bills or invoices. (not both at the same time) You should then play around with various criteria to discover how to refine the list, say for a particular Customer/Vendor, or over a certain date range, etc. Regards, Adrien On 9/6/22 7:21 PM, Eric Hammond wrote: I have created many test invoices (and bills) that I "virtually deleted" by not Posting them. As before, as soon as I close that document's tab it apparently vanishes. I have opened the Gnucash.gnucash file with Notepad++ and searched for the text I know should be in the unposted invoices, but no results. Having those particular invoices or bills actually vanish would the best outcome, re-useability is second best. How do I find them again to re-use? Or verify that they are gone, thereby saving space? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: 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.
Re: [GNC] "Deleted" Invoices or Bills
I have created many test invoices (and bills) that I "virtually deleted" by not Posting them. As before, as soon as I close that document's tab it apparently vanishes. I have opened the Gnucash.gnucash file with Notepad++ and searched for the text I know should be in the unposted invoices, but no results. Having those particular invoices or bills actually vanish would the best outcome, re-useability is second best. How do I find them again to re-use? Or verify that they are gone, thereby saving space? Thanks, Eric Date: Thu, 1 Sep 2022 18:25:27 + From: Eric Hammond To: "gnucash-user@gnucash.org" Subject: Re: [GNC] "Deleted" Invoices or Bills Message-ID: Content-Type: text/plain; charset="us-ascii" Thanks Adrien, I understand the complexity of the data-base, and re-using them would be great. But Please tell me how you find them? (there are a LOT at this point) Once I Unpost and clean up incorrect invoices or bills they seem to vanish when I close its tab in the "Accounts" ribbon. All the best, Eric Date: Wed, 31 Aug 2022 19:35:38 -0500 From: Adrien Monteleone To: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] "Deleted" Invoices or Bills Message-ID: Content-Type: text/plain; charset=UTF-8; format=flowed They remain forever. (There was a decent explanation as to why recently on IRC - the short of it is that deleting them cleanly is simply too messy with the current code.) My workflow in such cases is to change their ID to 'use next'. You can either create a dummy vendor/customer for them as well, or just leave them as-is since you can re-assign the vendor/customer before posting. When I want to start a new bill/invoice, I do a find for 'use next' IDs, but that is pretty rare now as I just duplicate a previous document and edit from there. (and I don't think I have any 'use next' documents left anyway.) Regards, Adrien On 8/31/22 6:59 PM, Eric Hammond wrote: > A different track > In my hasty entering / importing of Invoices and Bill I find that some of > them are duplicates, or not needed. > I can make them "disappear" by un-posting and clicking the delete button, but > where do they go? > Does GnuCash automatically purge the trash? If not, how do I clean it up? > Thanks for the help, > Eric -- Message: 3 Date: Thu, 1 Sep 2022 13:44:14 -0500 From: Adrien Monteleone To: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] "Deleted" Invoices or Bills Message-ID: Content-Type: text/plain; charset=UTF-8; format=flowed Menu: Business > Customer/Vendor > Find Invoice/Bill > 'Invoice/Bill ID' > 'contains' > "Use Next" or whatever text you changed it to. (without quotes) Then you can select the one you want and use the view/edit button to adjust from there. Regards, Adrien On 9/1/22 1:25 PM, Eric Hammond wrote: > Thanks Adrien, > I understand the complexity of the data-base, and re-using them would be > great. > But > Please tell me how you find them? > (there are a LOT at this point) > Once I Unpost and clean up incorrect invoices or bills they seem to vanish > when I close its tab in the "Accounts" ribbon. -- Message: 4 Date: Thu, 1 Sep 2022 13:46:53 -0500 From: Adrien Monteleone To: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] Question - Applying Credit notes to an outstanding invoice Message-ID: Content-Type: text/plain; charset=UTF-8; format=flowed Menu: Business > Customer > Process Payment Look up the customer Select both the desired credit note and the desired invoice Set the other appropriate info, but unless also taking another form of payment leave the payment field unchanged. The credit note will be used to partially/fully offset the invoice which will show up as a 'payment' in the Customer Report. Regards, Adrien On 9/1/22 9:39 AM, Nora wrote: > I'm not sure how to apply a client's credit note to pay for another > invoice of the same client. -- Message: 5 Date: Thu, 1 Sep 2022 15:16:20 -0700 From: Jim DeLaHunt To: Geoff Storer , Gnucash Users Subject: Re: [GNC] Change Linked Document Path Message-ID: <00eab847-49b3-9d61-01b4-db3b6a506...@jdlh.com> Content-Type: text/plain; charset=UTF-8; format=flowed Geoff: One tenet of GnuCash-user email list etiquette is to cc the gnucash-user email list on all replies. We want this discussion to take place on the list. Thus I am replying to you, and cc'ing the list, so that the thread stays on the list.? I will reply to this message from the email that reaches me via the list. ??? ?Jim DeLaHunt On 2022-09-01 03:57, Geoff Storer wrote: > Hi Jim > > Thanks for coming back to me. Sorry I have taken so long to respond. > > In answer to your questions: > >
Re: [GNC] "Deleted" Invoices or Bills
Menu: Business > Customer/Vendor > Find Invoice/Bill > 'Invoice/Bill ID' > 'contains' > "Use Next" or whatever text you changed it to. (without quotes) Then you can select the one you want and use the view/edit button to adjust from there. Regards, Adrien On 9/1/22 1:25 PM, Eric Hammond wrote: Thanks Adrien, I understand the complexity of the data-base, and re-using them would be great. But Please tell me how you find them? (there are a LOT at this point) Once I Unpost and clean up incorrect invoices or bills they seem to vanish when I close its tab in the "Accounts" ribbon. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: 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.
Re: [GNC] "Deleted" Invoices or Bills
Thanks Adrien, I understand the complexity of the data-base, and re-using them would be great. But Please tell me how you find them? (there are a LOT at this point) Once I Unpost and clean up incorrect invoices or bills they seem to vanish when I close its tab in the "Accounts" ribbon. All the best, Eric Date: Wed, 31 Aug 2022 19:35:38 -0500 From: Adrien Monteleone To: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] "Deleted" Invoices or Bills Message-ID: Content-Type: text/plain; charset=UTF-8; format=flowed They remain forever. (There was a decent explanation as to why recently on IRC - the short of it is that deleting them cleanly is simply too messy with the current code.) My workflow in such cases is to change their ID to 'use next'. You can either create a dummy vendor/customer for them as well, or just leave them as-is since you can re-assign the vendor/customer before posting. When I want to start a new bill/invoice, I do a find for 'use next' IDs, but that is pretty rare now as I just duplicate a previous document and edit from there. (and I don't think I have any 'use next' documents left anyway.) Regards, Adrien On 8/31/22 6:59 PM, Eric Hammond wrote: > A different track > In my hasty entering / importing of Invoices and Bill I find that some of > them are duplicates, or not needed. > I can make them "disappear" by un-posting and clicking the delete button, but > where do they go? > Does GnuCash automatically purge the trash? If not, how do I clean it up? > Thanks for the help, > Eric ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: 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.
Re: [GNC] "Deleted" Invoices or Bills
They remain forever. (There was a decent explanation as to why recently on IRC - the short of it is that deleting them cleanly is simply too messy with the current code.) My workflow in such cases is to change their ID to 'use next'. You can either create a dummy vendor/customer for them as well, or just leave them as-is since you can re-assign the vendor/customer before posting. When I want to start a new bill/invoice, I do a find for 'use next' IDs, but that is pretty rare now as I just duplicate a previous document and edit from there. (and I don't think I have any 'use next' documents left anyway.) Regards, Adrien On 8/31/22 6:59 PM, Eric Hammond wrote: A different track In my hasty entering / importing of Invoices and Bill I find that some of them are duplicates, or not needed. I can make them "disappear" by un-posting and clicking the delete button, but where do they go? Does GnuCash automatically purge the trash? If not, how do I clean it up? Thanks for the help, Eric ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: 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.
Re: [GNC] "Deleted" Invoices or Bills
A different track In my hasty entering / importing of Invoices and Bill I find that some of them are duplicates, or not needed. I can make them "disappear" by un-posting and clicking the delete button, but where do they go? Does GnuCash automatically purge the trash? If not, how do I clean it up? Thanks for the help, Eric ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: 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.
