The Goal: Remove one or more invoices from the Unsent Invoices list when you do not wish to send them.
Before You Begin:
- Identify the invoice(s) you want to remove from delivery. You will need to know the currently assigned delivery method.
Steps to Clear an Invoice from the Unsent Invoices List
- Go to Finance, Billing section, click Unsent Invoices.
- Locate the invoice you want to clear. Click the hyperlink in the Delivery Method column for that invoice.
- Deselect the delivery options (uncheck "Mark to Print" and/or "Mark to Email," as applicable).
- Click Done. The invoice is removed from the unsent list.
Common Pitfalls
- Invoice still appears after clearing: Refresh the page. If the invoice reappears, check whether a billing automation rule is re-adding the delivery flag.