Deleting invoice data

If needed, you can remove a detail line from an invoice. You can also delete an entire invoice.

Deleting an invoice detail line

  1. Retrieve the invoice.

  2. In the Invoice Details tab, select the detail line you want to delete.

  3. Click Delete Item.
    The system removes the selected detail line.

    In this illustration, clicking Delete Item will remove the selected detail line.

    image2

  4. Repeat Steps 2 and 3 for each detail line you want to delete.

  5. To save your changes, click Save.

Deleting an invoice

You can delete any invoice that does not have a status of Transferred. If an invoice has a credit memo and rebill attached, you must delete the rebill before you can delete the credit memo.

  1. Retrieve the invoice.

  2. If there are other invoices attached, such as credit memos or rebills, select the invoice you want to delete by clicking on its tab.

    image3

  3. In the Invoice Headers section, click Delete Invoice.
    A image4 icon displays in the tab next to the invoice number.

  4. Do one of the following:

    • To complete the deletion, click Save.

    • If you decide you do not want to delete the invoice, click Restore.
      The image4 icon is removed from the tab.