Deleting an Invoice

Deleting an invoice allows you to start over on billing decisions. This option is not available for invoices with a status of posted, reversed, or final. This changes the WIP transaction status back to unbilled and removes any previous billed status. The transaction is then available to select again for a different billing decision.

Note: If you delete an invoice that has not been posted, that invoice number may be used for another invoice, even if it is not the next available invoice number. 

ClosedShould I edit an invoice or clear the WIP billing decisions?

If you’ve made a mistake when creating a bill, or the reviewer of your bills has asked you to change how a bill was billed, you can redo the billing.

  • Using Clear. Clear billing decisions if you need to move some WIP items back to an unbilled status. If you need to create a replacement bill, bill the WIP again. After you select Clear, the WIP is marked with an unbilled status.
  • Deleting an Invoice. Delete an invoice if you find that you have billed a client that should not have been billed or you just want to start over. You can delete the invoice to remove the invoice and set the WIP back to unbilled.

To delete an invoice:

  1. Locate the invoice on the Invoices list.

    Note: You can also access invoices from the ClosedClients or Projects list.

    1. Open Dashboard, click Application Links on the navigation panel, and then click Bill WIP under Billing & Invoicing.
    2. Click either the Clients or Projects tab.
    3. Click  next to a client or project to display the invoices for that client or project.
  2. Select Actions > Delete (Undo) next to the invoice you need to delete.
  3. Click Yes.