The Goal: Remove an invoice from the Unsent Invoices queue by changing its delivery method to None, without deleting the invoice.
Before You Begin:
- NOTE: Removing an invoice from the Unsent Invoices queue does not delete the invoice. The invoice will remain visible in the contact's transaction history and in the Info Hub.
Remove an Invoice from the Delivery Queue
- Go to Finance, Billing section, click Unsent Invoices.
- For the desired invoice, click the hyperlink for the Delivery Method.
- On the Edit Delivery Options screen, deselect Mark to Print and/or Mark to eMail.
- Click Done. The invoice will be removed from the Unsent Invoices queue.
Common Pitfalls
- Invoice is not deleted: Removing an invoice from the delivery queue only changes its delivery status. The invoice remains in the system and is visible in the contact's record and the Info Hub. If you need to void or delete the invoice, that is a separate process.