Delete an Invoice

To exclude an invoice line 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 ClaimPreview.

2. Click the Manage Payments button from the ribbon bar to update the status.
   
   The status will need to be set to invalid.
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.
   
   

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

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

   Schedule Board
Once the invoice has been deleted, the selected services included in the Invoice will revert to uninvoiced services on 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 filePreview.

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Invoiced Service on Schedule Board

Delete Invoice detail

Under no circumstances 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, but it will also delete the client's completed or cancelled service from the schedule board, as well as the accompanying approved employee timesheet.

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