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Delete an invoice

Use the
Review
 tab of the
Billing
 screen to delete (unbill) an invoice that hasn't already been approved and posted. To delete an invoice, follow these steps.
  1. Select
    Actions
    ,
    Billing
    , then the
    Review
     tab.
  2. If necessary, adjust the filter so the invoice displays on the Review tab. If you use the approval/posting process, clear the
    Unapproved only
     and
    Unposted only
     checkboxes.
  3. Mark the checkbox for the invoice you want to delete.
  4. Right-click and select
    Delete Selected
    .
    • If the invoice is posted, you must first unpost it by right-clicking and selecting
      Unapprove Selected
      .
    • If a receipt or credit memo is applied to the invoice, you'll receive a message that the invoice couldn't be modified. Select
      OK
      , then unapply the receipt or adjustment from the invoice. You can then finish unposting and deleting the invoice.
    • There is no record of deleted invoices.
  5. Select
    Yes
     to confirm the deletion.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

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