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To access the invoicing feature select the Accounting & Finance tab from the top menu bar and then select Invoice Register.
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In the Invoice Register, you can search for invoices by using the parameters and viewing them by selecting their invoice numbers.
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To start a new invoice, click on the Blue 'New Invoice' button at the top on the Invoice Register. You can also use the arrow to dropdown and choose blank invoice or bulk create.
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For information on How to Delete an Invoice
To Delete an Invoice, it must be in DRAFT or POSTED status.
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Important Info about Editing and Deleting Invoices:
- Can edit/delete when invoice is draft
- Can edit/delete when invoice is approved
- CANNOT delete once invoice is confirmed
- Can delete once invoice is posted to accounting system (if you delete the second entry in the external accounting system (E.g. QuickBooks Online) , you will then need to delete the original entry in the OWL as well)
- Can delete invoice in external accounting system (this will not flow back to WOL)
Note: If you delete an invoice in Wise Owl, there will be an option to make the items available for a replacement invoice. This will mark them as unbilled for the next time you are making an invoice.
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:
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