Deleting an invoice

The most common situation where you would need to delete/roll back an invoice is when you are voiding a case that has already been invoiced.  When you void a case, the invoice will not be deleted automatically, so you need to delete it.  If you are not voiding the case, deleting an invoice will simply return it to the Create Invoice queue.  If you want to delete the invoice but don't want to void the case, zero out the invoice.

*Deleting invoices invoices from previous months after the statement has been run will require rolling back the statement. Creating a debit memo is often a better option.

**Please note, if you delete an invoice that was created in the case record, it will not show up in Create Invoices queue until the manufacturing is complete. You will need to recreate from the case record if you want to invoice before the case is completed.

1) Go to > Billing > Invoices

2) Click the gear and select "Delete invoice"

3) Review pop-up warning and click "OK"

Once that the invoice has been deleted, it will appear in the Invoice Creation page. 

*Note: If you void a case while the invoice is in the creation stage, the invoice will be deleted.