To remove an invoice from the Invoicing module Finance area, see the relevant section below for steps on how delete an invoice.
Draft invoices
Where an invoice has a Draft status, and was uploaded via the Finance area, you can delete the invoice from the Draft section of the Finance area.
Note: You cannot delete draft invoices that have been uploaded via a user's My Invoices area as these do not display in the Draft section of Finance. The user will need to delete the invoice instead from their Draft section in My Invoices.
To delete an invoice in the Finance Draft section, follow the steps below:
1. Go to Finance > Draft (under the Invoices heading).
2. Locate the invoice; you can use the Filter options to help locate it.
3. Click the three dots icon and then select Delete from the drop-down.
4. Click Continue to delete the invoice.
Rejected invoices
Where an invoice has a Rejected status, and was uploaded via the Finance area, you can delete the invoice from the Rejected section.
Note: You cannot delete rejected invoices that were originally uploaded via a user's My Invoices area as these do not display in the Rejected section of Finance. The user will need to delete the invoice instead from their Draft section in My Invoices.
To delete an invoice in the Finance Rejected section, follow the steps below:
1. Go to Finance > Rejected (under the Invoices heading).
2. Locate the invoice; you can use the Filter options to help locate it.
3. Click the three dots icon and then select Delete from the drop-down.
4. Click Continue to delete the invoice.
Awaiting approval invoices
Where an invoice has an Awaiting Approval status, you first need to recall the invoice. The invoice will then return to the relevant Draft section, where you can follow the steps above for deleting invoices with a draft status.
Note: You cannot delete draft invoices that have been uploaded via a user's My Invoices area as these do not display in the Draft section of Finance.
To recall an invoice to the relevant Draft section, follow the steps below:
1. Go to Finance > Awaiting Approval (under the Invoices heading).
2. Locate the invoice; you can use the Filter options to help locate it.
3. Click the three dots icon and then select Recall from the drop-down.
4. In the Recall confirmation box, enter the reason for recalling the invoice and click Continue.
5. See the steps above for deleting invoices with a draft status.
Approved invoices
Where an invoice has an Approved status, you can delete the invoice from the Approved section.
To delete an invoice in the Finance Approved section, follow the steps below:
1. Go to Finance > Approved (under the Invoices heading).
2. Locate the invoice; you can use the Filter options to help locate it.
3. Click the three dots icon and then select Delete from the drop-down.
4. Click Continue to delete the invoice.
Completed invoices
Where an invoice has a Completed status, you first need to mark the invoice as incomplete. The invoice will then return to the Approved section, where you can follow the steps above for deleting invoices with an approved status.
To mark an invoice as incomplete and return it to the Approved section of Finance, follow the steps below:
1. Go to Finance > Completed (under the Invoices heading).
2. Locate the invoice; you can use the Filter options to help locate it.
3. Tick the checkbox against the invoice, then click Actions > Mark as Incomplete.
4. Click Continue to confirm you'd like to mark the invoice as incomplete.
5. See the steps above for deleting invoices with an approved status.