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.note
For former users of Creative Solutions Practice
If you're a former user of Creative Solutions Practice (CSP), this process was called unbilling an invoice (
Tasks
, Billing
, then Unbill
). There are some differences between deleting an invoice in CSP and Practice CS. - In CSP, you had to be in the period the invoice was dated. In Practice CS, you don't have to be in that period. You can delete any invoice while in the current period if you have security permission to do so.
- In CSP, the Unbill process unposted the invoice and put it on review. In Practice CS, this would be the same as unposting and unapproving the invoice.
- In CSP, to fully delete the invoice and return the WIP to not billed, you first unbill the invoice. You then select the invoice in theInvoices on Reviewscreen, right-click, and selectCancel Selected. In Practice CS, to fully delete the invoice and return the WIP to not billed, you first unapprove and unpost the invoice, and then delete it from the Review screen as described in the following steps.
- SelectActions,Billing, then theReviewtab.
- If necessary, adjust the filter so the invoice displays on the Review tab. If you use the approval/posting process, clear theUnapproved onlyandUnposted onlycheckboxes.
- Mark the checkbox for the invoice you want to delete.
- Right-click and selectDelete Selected.
- If the invoice is posted, you must first unpost it by right-clicking and selectingUnapprove Selected.
- If a receipt or credit memo is applied to the invoice, you'll receive a message that the invoice couldn't be modified. SelectOK, 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.
- SelectYesto confirm the deletion.
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Unpost an invoice
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