Delete a Commitment Invoice

Updated 1 year ago by Customer Service

Delete a Commitment Invoice

Overview

Approved and ERP synched Commitment Invoices can not be deleted.

Steps

There are different ways to delete Invoices for a Commitment:

View all Commitment Invoices and then search for the Commitment number or sort by the Commitment number to see the ones specific to the Commitment

1) From the Projects Navigation menu, select Commitments.

The Commitments List appears. (see Commitments List – Layout and Navigation)

2) Click on Invoices in the navigation menu.

The Commitments – List of all Invoices appears

3) Type the Commitments number in the Search box to narrow the list to just those Change Orders that match the entry

OR

Click on the Commitments column to sort by the Change Order number and see all the associated Change Orders.

4) Hover the cursor on the Commitment

5) Click the View Change Order button to the right of the row (blue box with right arrow).

OR

4) Right click on a Commitment

5) Select View from the pop-up menu.

OR

Double click on the Commitment anywhere on the Commitment row.

See View/Add/Edit a Commitment Invoice – Form Layout and Navigation for more information.

6) Click the Delete button at the bottom of the form.

7) A prompt appears confirming that this Invoice is to be deleted. Click Delete to confirm.

Go to the specific Commitment and view the associated Invoices.

1) View or Edit an existing Commitment as outlined in View or Edit an existing Commitment.

The View/Add/Edit Commitments form appears.

2) From the navigation menu options, click Invoices.

The List of Invoices for a specific Commitment appears. See List of Change Orders for a specific Commitment - Layout and Navigation.

3) Right click on a Commitment Invoice

4) Select Delete from the pop-up menu.

5) A prompt appears confirming that this Invoice is to be deleted. Click Delete to confirm.

Delete a Commitment Invoice