Billing

Deleting an invoice

Use the Review tab of the
Billing
 screen to delete (unbill) an invoice that has not already been approved and posted. To delete an invoice, follow these steps.
  1. Choose
    Actions
     >
    Billing
     >
    Review
     tab.
  2. If necessary, adjust the filter so the invoice appears on the Review tab. If you use the approval/posting process, clear the
    Unapproved only
     and
    Unposted only
     checkboxes in the upper-right corner of the screen.
  3. Mark the checkbox for the invoice that you want to delete.
  4. Right-click and choose
    Delete Selected
    .
    note
    • If the invoice is posted, you must first unpost it by right-clicking anywhere and choosing
      Unapprove Selected
      .
    • If a receipt or credit memo is applied to the invoice, you will receive a message that the invoice could not be modified. Select
      OK
      , and 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: DT Practice