How to Delete a Draft

[juliegodinez]

Hello,

 

I created a new invoice and saved it as a draft, however, the customer decided not to have the work done. How do I delete the draft from the list?

 

Thank you!

 

Julie

[Teri]

Hi Julie,

 

From your main computer, go to Open Invoice List. In the Customer drop down list, select the customer with the draft invoice (or select All to display all of your invoices and sort by invoice number by clicking on the column header Invoice). From there you can select the draft by clicking on that line and click on the red X marked Delete. It will ask you if you are sure. This will delete that draft.

 

Hope this helps!

 

Teri

[Teri]

Also, you can accomplish this from the web access by viewing the invoices. You can't really select an invoice from this option, but there is a little trash can to the far right of every invoice. Click on that to delete the invoice.

 

Teri

[juliegodinez]

Hello Teri,

 

Thank you so much! That is exactly what I needed!

 

Julie