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. 

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

To delete an invoice:

1. Locate the invoice on the Invoices list.

   Note: You can also access invoices from the Clients 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.