Delete an Invoice

To exclude an invoice line from the from the funding claim, you can delete it from the funding claim by observing the following steps:

1. Observe steps 1 -3 as outlined under the topic Managing the Funding Claim.

2. Click the Manage Payments button from the ribbon bar to update the status.
   
   The status will need to be set to invalidated.
For additional information on updating the status of the Invoice record refer to the topic Managing the Payment Status.
   
   

3. Select the Delete Record icon.
   
   

   Open

   

    

    

4. From the pop up screen select the OK button to confirm deletion of the Invoice record.
   
   

   Open

   

    

5. Select the button to exit back to the Invoice Batch List page.

   Schedule Board
Once the invoice has been deleted the selected services that had been included into the Invoice will revert back to uninvoiced services within the schedule board. The icon will be removed from the service panel within the schedule board. To resubmit those services back into a funding claim for the client repeat the steps as outlined under the topic Funding Claim file.

Delete Invoice detail

Under no circumstance are you to delete the invoice details record that is listed against the invoice, to do so will not only remove the service line from the invoice it will delete the clients completed or cancelled service from the schedule board as well as the accompanying approved employee timesheet.