Use the Review tab of the Billing screen to delete (unbill) an invoice that has not already been approved and posted. To delete an invoice, follow these steps.
- Choose Actions > Billing > Review tab.
- If necessary, adjust the filter so the invoice appears on the Review tab. If you use the approval/posting process, clear the Unapproved only and Unposted only checkboxes in the upper-right corner of the screen.
- Mark the checkbox for the invoice that you want to delete.
- Right-click and choose Delete Selected.
Notes
- If the invoice is posted, you must first unpost it by right-clicking anywhere and choosing Unapprove Selected.
- If a receipt or credit memo is applied to the invoice, you will receive a message that the invoice could not be modified. Click OK, and then unapply the receipt or adjustment from the invoice. You can then finish unposting and deleting the invoice.
- There is no record of deleted invoices.
- Click Yes to confirm the deletion.
Related topic: Invoices overview
Was this article helpful?
Thank you for the feedback!