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Adding an invoice

Deleting an invoice

Follow these steps to delete an invoice:
  1. On the
    Overview
     screen, select a client tile to view the client profile. You can also search for a client then select the client tile from the search result.
  2. Select the
    Invoices
     tab.
  3. Select the tax year.
  4. A list of your client's invoices will appear here. Select the
    Menu
     icon.
  5. When the options appear, select
    Delete
    .
    The
    Delete
     button will be disabled if the invoice has already been marked as paid, in progress, or refunded.
  6. When the
    Delete Invoice
    window appears, select
    YES
     to delete the invoice, select
    NO
    to cancel deleting the invoice.

This article applies to:

  • PRODUCT: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Invoices

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