Unfinalize an invoice

Invoicing - Unfinalise Invoices

In the unfinalizing process, the invoice transaction is removed from Accounts Receivable for the contact, and if they exist, any payment allocations will also be removed in Accounts Receivable. If the invoice contains WIP lines, the jobs will have the relevant invoice transactions and their allocations changed to the "Pending" mode while the invoice reverts to a draft.

To edit or delete an existing invoice that has been previously finalized, you need to unfinalize it first.

  1. Click Jobs & Billing > Invoices.
  2. Click Finalized Invoices tab.
  3. Locate and click the required invoice.

  1. Click Unfinalize Invoice.
  2. Click Yes to confirm.

When you unfinalize an invoice, the invoice transaction and any related payment allocations are removed from the Accounts Receivable area.

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