When a person has decided not to continue with an activity and a invoice has been created. How to delete the invoice.
1. Go to Main Menu then select Invoices.
2. To delete a Draft Invoice, select on the Draft tab, then Search up the person's name. Then select x
3 In the Remove Invoice, in the Remove Reason enter a comment for deleting the invoice and select Remove.
4. For Issued Invoices, go to the Issued tab, search for the person's name and then select View
5. For Issued Invoices where an Invoice Reference Number has been applied. You cannot delete the invoice entirely given the audit trail requirements.
Select on the + line item
6. In Items Details enter a reason for adding the line item, enter Additional Details if required, then an Internal Note
7. In the Unit Amount enter a minus amount to reflect the amount outstanding on the invoice.
8 Optional enter a Tracking and Accounting Code and select Add
9. The invoice balances to $0.00 with the reason provided for the invoice cancellation.
