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You can also edit the invoice here and change invoice details. Please be aware that changes made directly on an invoice do not flow back into the original registers e.g. It won’t update the original time record.
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If you need to make adjustments to the invoice to reduce the total value, make sure to set the quantity as positive and the rate as negative. |
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Approve Invoice
This indicates that the invoice is ready to be sent to a client. All the entries must be checked for grammatical and spelling errors before this point.
Confirm Invoice
This indicates that the invoice is ready to be linked to your accounting system and will send the invoice to it. The invoice should be client ready at the point of confirmation.
Delete Invoice
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If you have payments applied to an invoice, it will not let you delete that invoice until the payments are also deleted. This is to prevent monies already receipted from being un-receipted and changing the client’s account balance incorrectly. Note: You should only delete receipts if you can confirm that no funds were actually received by the firm.
To delete an Invoice:
Go to the Invoice Register and choose your invoice record.
Click on the Invoice Number to open the invoice
Select the red 'Delete Invoice' button
Read the warning - If the Invoice has been posted to the external accounting system then you need to delete it from there as well. Once read and actioned, you can press the delete button.
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