Edit an Unpaid Invoice (Cash 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. See Accounting Roles and Permissions for more information.
- Set cash as your accounting basis.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- On the Unpaid tab, click
beside an open transaction and select Edit.
- Make any necessary changes, then click Save.
Delete an Unpaid 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. See Accounting Roles and Permissions for more information.
- Set cash as your accounting basis.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- On the Unpaid tab, click
- To confirm, click Delete again.
Delete Multiple Unpaid Invoices
Delete multiple unpaid invoices.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
- Set cash as your accounting basis.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- On Unpaid tab, select the invoices you want to delete.
- Click Select an action... and select Delete Invoices.
- To confirm, click Delete again.