Delete an invoice

• Finance
• Director
• Admin
• Needs: Delete/Write-Off Invoices
• May need approval
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Delete/Write-Off Invoices permission. A director grants it under Manage School → Staff → Permissions.
• This action may go to the Approval Center and take effect once a director approves it.

Deleting removes an invoice that should never have been sent. After its due month, you write it off instead.

Before you start

• Finish Find a child's invoices first.

Steps

1. Open the unpaid invoice and tap ... (top right).
2. Tap Delete.

   Screenshot coming soon01 · child_detail

   Delete in the invoice menu

3. Enter a Note explaining why. It is required.
4. Tap Confirm.

If it needs approval

If deletions require approval for you, you'll see Sent for Approval. The invoice stays until an approver accepts; you can cancel the request from the invoice.

Tips

• Deleting an invoice does not stop its Recurring Tuition. Change or delete the schedule if the child shouldn't be billed again.

Troubleshooting

• Only "Delete (Write Off)" is offered. The due month has passed, or a scholarship or voucher on it has received money. See Write off all or part of an invoice.
• No delete option at all. You need the Delete/Write-Off Invoices permission, and the invoice must be unpaid.