Delete an open invoice

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Audience: Accounting Manager

Summary: Reviews how to delete an open invoice from MineralTree. 

How to delete an open invoice

1. Find the invoice under the Invoices tab and click the invoice number link to go to the Invoice Details screen. (You can also find the invoice number link on the Search tab).

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2. From the Invoice Details screen, click the trash can in the upper right corner. 

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3.  Click Delete Invoice. If there is a document attached to the invoice, you'll have the option to either "Delete Invoice", which deletes the invoice but leaves the document unattached in the Inbox, or "Delete Invoice & Document", which will delete both.

Deleting an open invoice in MineralTree will NOT sync to your ERP. 
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