The Goal: Take one invoice, or every invoice at once, off the Unsent Invoices queue (formerly Pending Delivery) when you don’t want to email or print it, without deleting the invoice.
Before You Begin:
- In the new navigation, the former Pending Delivery tab is the Unsent Invoices page, in the Finance rail, Billing section.
- NOTE: Removing an invoice from Unsent Invoices only clears its delivery flag. The invoice isn’t deleted: it stays in All Sales/Invoices, in the contact’s transaction history and in the Info Hub.
Remove one invoice
- Go to Finance, Billing section, click Unsent Invoices.
- For the invoice you want to remove, click the hyperlink in the Delivery Method column.
- On the Edit Delivery Options screen, clear Mark To Print and/or Mark To Email.
- Click Done. The invoice is removed from Unsent Invoices.
- Repeat for any other invoice you want to remove.
Remove all invoices at once
Use this when you don’t want to deliver any of the invoices waiting in Unsent Invoices.
- Go to Finance, Billing section, click Unsent Invoices.
- For any invoice in the list, click the hyperlink in the Delivery Method column.
- Select the Advanced Options check box.
- Under Bulk Actions, select Clear All Pending Email Invoices and Clear All Pending Print Invoices.
- Click Done. Unsent Invoices is now empty.
Common Pitfalls
- Expecting the invoice to be deleted: This only changes the delivery status. To void or delete an invoice, that’s a separate process.
- Clearing everything when you meant to send some: The bulk action removes the delivery flag from every invoice in the queue. If you want to deliver some of them, remove the others one at a time instead.
- Invoice still appears after you clear it: Refresh the page. If it comes back, check whether a billing automation is re-adding the delivery flag.