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RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Invoices

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.
  • Set cash 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 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.
  • Set cash 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 Delete.
  3. 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.
  • Set cash as your accounting basis.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. On Unpaid tab, select the invoices you want to delete.
  3. Click Select an action... and select Delete Invoices.
  4. To confirm, click Delete again.
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Last updated: March 5, 2024