In some instances, you may issue an invoice and realize it should not be paid. Delete all unpaid instances of an item in one convenient batch process.
- Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen.
- Click on the “Dues and Fees” tab.
- In the “DUES and FEES” window that opens, locate the item you want to review and click on the “View Summary” icon (blue magnifying glass) in the “ACTIONS” column.
- In the summary window that opens, click on the “Invoice Actions” button at the top right and select “Delete Unpaid Invoices.”
- In the “DELETE ALL UNPAID INVOICES FOR THIS DUE?” window that opens, click on the “Delete” button to remove all applicable invoices from the summary list. Be certain that you wish to proceed, as this step has no undo. Note that it will delete unpaid invoices even if you have filtered the invoice list and some of these invoices are not visible when you perform the deletion.
- To exit the process without deleting any invoices, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.