Manage Unpaid Invoices

If an invoice is incorrect, edit or delete it.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > Invoices.
  2. On the Unpaid tab, click the ellipsis icon beside an open transaction and select one of the following:
    • Edit

    • Delete

  3. If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.

Delete Multiple Unpaid Invoices

If multiple invoices were created that you don't need, delete as many as you need to.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > Invoices.
  2. Select the invoices you want to delete.
  3. Click Select an action... and select Delete Invoices.
  4. To confirm, click Delete.

Copy and Create New Invoices

If you need to create an invoice that perfectly mirrors one you've already paid, copy and create it. Only the date of the invoice will change.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > Invoices.
  2. On the Paid tab, select the invoices you want to copy.
  3. Click Select an action... and select Copy & Create New Invoices.
  4. Enter the Invoice Date and click Copy & Create New Invoices.
  5. Copied invoices will display in the Unpaid tab.