Void / Delete Invoice
- Thomas Sherman (Deactivated)
Owned by Thomas Sherman (Deactivated)
A Void operation moves an Issued invoice back to Draft status. The draft can then be edited and re-issued or deleted. If you delete then we retain a copy of the invoice for audit trail purposes.
Permissions and Settings
Only issued invoices can be voided. It generates a reversing AR transaction for your accounting system.
The following users can void an invoice:
- You have the cost center permission Void and Delete Invoices for the invoice cost center
- You are PM for all projects on the invoice and the /wiki/spaces/docworkspace/pages/10322008 PMs can Void Invoices is enabled
The following users can delete an invoice:
- You have the cost center permission Void and Delete Invoices for the invoice cost center
- You are PM for all projects on the invoice and the /wiki/spaces/docworkspace/pages/10322008 PMs can Void Invoices is enabled
Deleted invoices remain in the system along with a rendered version of the invoice. This can be used for audit trail purposes. All billable items on a deleted invoice are freed up for inclusion on later invoices. All credit time and cost cards are deleted.Â
Void Invoice
From open invoice:
From invoice search:
Delete Invoice
From open invoice:
From invoice search:
