Deleting draft bills

You can delete draft invoices and credit notes, which are marked with a Draft status (that have not been printed or posted).

  • If you want to delete individual lines or items from a bill without deleting the whole bill, you can delete these lines on the bill, by amending the bill.
  • If you have already printed the invoice or credit note for the bill, it will be marked with a Finalised status and it cannot be deleted. If you find that a printed bill contains an error or that it needs to be amended, it can be cancelled.

To delete a draft invoice or credit note

Open: Project Accounting > Billing > Delete Bill.

  1. Select the bill to delete and click Delete.

    Note: The bill will be removed from the system and cannot be restored.

  2. Confirm that you want to delete the bill.
See also

Other tasks

Amending bills

Cancelling printed bills