Discussion - Member to Member Sales - Research Center
Discussion - Member to Member Sales - Research Center
You can filter invoices by the following time frames:
- last month
- last 6 months
- last 12 months
- all invoices
Go to your invoices, and the search selection bar appears at the top of the screen.
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re: List of Invoices
You can also filter by either ALL and OPEN Invoices. If you normally close your Invoices after receiving payment you will see only the unpaid (OPEN) Invoices instead of Pages and Pages of (ALL) Invoices. I keep my Invoice listings set at OPEN since I am generally only concerned about and tracking unpaid Invoices. Listing Invoices by OPEN should reduce most of the Invoice clutter.
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Liz,
I've asked that before, but like you, still have invoices from 5 years ago. Even deceased members, banned members and those that haven't even signed on to SOR for years. I'm sure you and Lee have invoice lists that are a mile long, without mentioning Grant, who had over 33M sold lots. Our buyers invoice list is also useless, but still it sits there.
Mike
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I do not understand the purpose of keeping all these invoices, why can they not be delete by the system after a period of time or the person being able to delete the invoices that they no longer need?
Doug
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There may be a requirement to keep them around for awhile. I'm thinking that people who file a Schedule "C" need them for tax records (filing a Schedule "C" makes all those purchases of reference materials deductible for one thing).
And buyers may want to maintain copies to prove purchases for capital gains or estate tax purposes. Keep in mind that if sold through an auction house sales over a certain amount are reported to the government, as are Paypal purchases over a certain amount per year. No point in creating problems for your heirs - no receipts and I believe that your cost basis is -0-.
Just my 2 cents
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Tax matters is a definite reason. Also, for me, the stamps that I am selling are not mine. I am selling them on consignment, so I need the invoices to remain for audit purposes from my consignor.
I would not be in favor of auto-deletion of invoices (federal and state tax filings can also include audits requiring 3 to 7 years records) for the reasons stated above. However, I don't see a problem with having the ability to manually delete invoices when an invoice is no longer needed.
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re: List of Invoices
You can filter invoices by the following time frames:
- last month
- last 6 months
- last 12 months
- all invoices
Go to your invoices, and the search selection bar appears at the top of the screen.
Login to Like
this post
re: List of Invoices
re: List of Invoices
You can also filter by either ALL and OPEN Invoices. If you normally close your Invoices after receiving payment you will see only the unpaid (OPEN) Invoices instead of Pages and Pages of (ALL) Invoices. I keep my Invoice listings set at OPEN since I am generally only concerned about and tracking unpaid Invoices. Listing Invoices by OPEN should reduce most of the Invoice clutter.
Login to Like
this post
re: List of Invoices
Liz,
I've asked that before, but like you, still have invoices from 5 years ago. Even deceased members, banned members and those that haven't even signed on to SOR for years. I'm sure you and Lee have invoice lists that are a mile long, without mentioning Grant, who had over 33M sold lots. Our buyers invoice list is also useless, but still it sits there.
Mike
1 Member
likes this post.
Login to Like.
Auctions
re: List of Invoices
I do not understand the purpose of keeping all these invoices, why can they not be delete by the system after a period of time or the person being able to delete the invoices that they no longer need?
Doug
1 Member
likes this post.
Login to Like.
re: List of Invoices
There may be a requirement to keep them around for awhile. I'm thinking that people who file a Schedule "C" need them for tax records (filing a Schedule "C" makes all those purchases of reference materials deductible for one thing).
And buyers may want to maintain copies to prove purchases for capital gains or estate tax purposes. Keep in mind that if sold through an auction house sales over a certain amount are reported to the government, as are Paypal purchases over a certain amount per year. No point in creating problems for your heirs - no receipts and I believe that your cost basis is -0-.
Just my 2 cents
Login to Like
this post
re: List of Invoices
Tax matters is a definite reason. Also, for me, the stamps that I am selling are not mine. I am selling them on consignment, so I need the invoices to remain for audit purposes from my consignor.
I would not be in favor of auto-deletion of invoices (federal and state tax filings can also include audits requiring 3 to 7 years records) for the reasons stated above. However, I don't see a problem with having the ability to manually delete invoices when an invoice is no longer needed.
Login to Like
this post