Removing an Invoice

If an invoice has not been sent, you are able to remove it from an account. If the invoice has been sent, a user with the Accounts Receivable role must mark it as not sent before it can be removed.

To remove an invoice:

  1. On the account or event financials tab, click the invoice to open its details slider.
  2. Click the more info menu and select Remove.
  3. Confirm that you want to remove the invoice.
    There is no way to undo this. Make absolutely sure that the invoice is no longer needed before removing it.
  4. The invoice has been removed and any items, payments, or credits included on the invoice are now available to be applied to a different invoice.

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