These are for jobs where the customer changed their mind halfway through the project, and the work tickets were completed without a change order. As a result, these invoices are not billable and should not be invoiced. What is the best way to remove them from the Invoice Assistant queue? Thank you.
Solved
How can I delete invoices that are appearing in Invoice Assistant?
+2Best answer by David_Spiritus
The only way to remove the invoices and the proper way to address them is to generate them and credit memo them to resolve the AR and earned revenue balances. Assuming you cannot uncomplete the tickets and effect a change order to eliminate their value.
+16The only way to remove the invoices and the proper way to address them is to generate them and credit memo them to resolve the AR and earned revenue balances. Assuming you cannot uncomplete the tickets and effect a change order to eliminate their value.
+2Would there be a way for me to filter those out so that they don’t appear anymore on the Invoice Assistant? Thank you.
+16I suppose you could use an opportunity # fitler for those jobs....but I would not recommend it. Leaving the invoices unresolved properly will result in issues related to over/under.
Login to the community
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.