How do I stop sending the same invoice twice?
Check before you issue: same customer, same total, a short time ago. If you create invoices by chat, the double often comes from sending the same message twice. A system that checks first and asks you saves the credit note and the awkward call.
How doubles happen
A customer messages twice, a staff member and the boss both open the order, or you resend a message because the first looked stuck. The second invoice is easy to miss until the customer or the accountant asks.
What to check by hand
Search the customer's name and the total before issuing. For supplier bills, check the supplier's bill number as well, because the same bill photographed again looks like a new one.
If it already went out
Void it and keep the original on record. Issue a credit note if the customer already has a copy, and tell them which one to ignore.
How Mei helps
If you ask Mei to invoice the same customer for the same total within 30 minutes of an earlier one, the preview starts with a warning: it shows the invoice number from a few minutes ago and asks if you still want another. Reply 1 to go ahead or 0 to stop. For supplier bills, she also asks when the same supplier and bill number turn up again, even a day later.
Updated · Lucco Technology
