Delete Contract Invoices
Updated
Delete Contract Invoices
Suggested Prior Reading
Invoice – Status
List of all Invoices for all Contracts – Layout and Navigation
List of Invoices for a specific Contract – Layout and Navigation
Overview
ERP synched Invoices can not be deleted and the Delete button does not display.
Any other Invoices in any other status can be deleted.
Steps
There are different ways to delete Invoices for a Contract:
View all Contract Invoices and then search for the Contract number or sort by the Contract number to see the ones specific to the Contract
1) From the Projects Navigation menu, select Contracts.
The Contracts List appears. (see Contracts List – Layout and Navigation)
2) Click on Invoices in the navigation menu.
The Contracts – List of all Invoices form appears
3) Type the Contracts number or the Invoice number in the Search box to narrow the list to just those Invoices that match the entry
OR
Click on any of the column headers to sort by that and find the Invoices
OR
Click on the Filter and select a status(es) to filter the Invoices by.
OR
Click on the Billing periods drop down and select the Billing Period for the Invoice.
4) Hover the cursor on the Invoice
5) Click the View Invoices button to the right of the row (blue box with right arrow).
OR
4) Right click on an Invoice
5) Select View from the pop-up menu.
OR
Double click on the Invoice anywhere on the Invoice row.
See View/Add/Edit a Contract Invoice – Form Layout and Navigation for more information.
Invoices can be deleted from the General form or the Schedule of Values form.
6) Click the Delete button at the bottom of the form.
7) A prompt appears confirming that this Invoice and all the Schedule of Values is to be deleted. Click Delete to confirm.
Go to the specific Contract and view the associated Invoices.
1) View or Edit an existing Contract as outlined in View or Edit an existing Contract.
The View/Add/Edit Contracts form appears.
2) From the navigation menu options, click Invoices.
The List of Invoices for a specific Contract appears. See List of Invoices for a specific Contract - Layout and Navigation.
3) Hover the cursor on the Invoice
4) Click the View Invoices button to the right of the row (blue box with right arrow).
OR
3) Right click on an Invoice
4) Select View from the pop-up menu.
OR
Double click on the Invoice anywhere on the Invoice row.
See View/Add/Edit a Contract Invoice – Form Layout and Navigation for more information.
5) Click the Delete button on the bottom of the form.
6) A prompt appears confirming that this Invoice is to be deleted. Click Delete to confirm.
