What this does: Takes one invoice, or every invoice at once, off the Unsent Invoices queue (formerly Pending Delivery) without sending it.
Applies to: GrowthZone staff with access to Finance.
Before you start: Removing an invoice only clears its delivery flag. The invoice stays in All Sales/Invoices, the contact’s history and the Info Hub.
Time needed: About 2 minutes.
Good to know:
- In the new navigation, the former Pending Delivery tab is the Unsent Invoices page, in the Finance rail, Billing section.
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.