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RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Invoices

Edit an Open Invoice

If an invoice is incorrect edit it.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  • Set accrual as your accounting basis.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. On the Open tab, click the ellipsis icon beside an open transaction and select Edit.
  3. Make any necessary changes, then click Save.

Edit an Unpaid Invoice (Accrual Basis)

If an invoice's information is incorrect, edit it.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  • Set accrual as your accounting basis.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. On the Unpaid tab, click the ellipsis icon beside an open transaction and select Edit.
  3. Make any necessary changes, then click Save.

Delete an Open Invoice

If an invoice is no longer needed, delete it.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  • Set accrual as your accounting basis.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. On the Open tab, click the ellipsis icon beside an unpaid transaction and select Delete.
  3. To confirm, click Delete again.

Delete Multiple Open Invoices

Delete multiple open invoices.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  • Set accrual as your accounting basis.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. On Open tab, select the invoices you want to delete.
  3. Click Select an action... and select Delete Invoices.
  4. To confirm, click Delete again.

Void an Unpaid Invoice

Void an unpaid invoice.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  • Set accrual as your accounting basis.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. On the Unpaid tab, click the ellipsis icon beside an unpaid transaction and select Void.
  3. Select the date the transaction was voided and enter a reason for the void.
  4. Click Void.

View Voided Invoices

View a list of voided invoices.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  • Set accrual as your accounting basis.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. On the Unpaid tab, select Include Voided.
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Last updated: March 20, 2024