Are you faced with invoices that didn’t get generated when or how you expected, invoices that you now want to remove entirely? Before you take action, make sure you’re using the best-possible approach to the problem.
Simply deleting the invoices looks like the easiest solution. You can go to
Payments > Dues & Fees > [Name of dues item] > Actions > View Summary
and when you click on the “Invoice Actions” button, you see “Delete Unpaid Invoices” as an option.
One note about that command: It very literally deletes all unpaid invoices, regardless of whether you’ve searched for specific invoices or limited the Invoice Range dates at the top left of the page.
Alternatively, you can go to
Payments > Dues & Fees > [Name of dues item] > Actions > View Summary
and when the window opens to reveal the specific invoices for the dues item, go to the Actions column and choose “Mark Payment.”
The “UPDATE PAYMENT STATUS” window that opens enables you to delete the specific invoice.
But regardless of the scope or method you choose, the biggest drawback to invoice deletion is that in some cases, the invoices will regenerate, as the “UPDATE PAYMENT STATUS” window warns you. Perhaps more importantly, if you delete some but not all invoices and then delete the dues item that generated them, you no longer can remove any other remaining invoices from that dues item.
So what’s the best way to proceed?
Go to
Payments > Dues & Fees > [Name of dues item] > Actions > View Summary
and when the window opens to reveal the specific invoices for the dues item, go to the Actions column and choose “Mark Payment.”
Within the list of options in the “UPDATE PAYMENT STATUS” window that opens, choose “Mark this invoice as VOID” and click on the “Save Status” button.
Voided invoices are listed in the dues item summary you download from
Payments > Dues & Fees > [Name of dues item] > Actions > View Summary > Invoice Actions > Download Summary Data
This enables you to verify which invoices you voided.