Removing an Invoice

An invoice can be removed on either the account or event financials tab.

To remove an invoice:

  1. Go to the invoices section on either:
    • Account details page > Financials.
    • Event details page > Financials > Invoices.
  2. Click the invoice to open its details slider.
  3. In the details slider, click the edit pencil icon.
    If you don't see the edit pencil icon, the invoice has been sent. It must be marked as unsent before you will be able to edit it. As marking an invoice unsent is a specific permission, you may not see that option.
  4. Scroll to the bottom of the Edit Invoice slider and click Remove.
  5. 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.
  6. 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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