Delete an invoice before its posted

Introduction

You cannot delete an invoice when it is in the Fees > Invoices > Raise Invoices screen directly, but it is possible to remove the allocated charges and compile the charges again. The invoice will then no longer appear.

Delete an Invoice before it is posted

1. Go to Fees > Allocations > Allocate Pupil Charges
2. Select the relevant pupil in the main grid so that their individual allocations show in the Allocated Charges pane at the bottom of the screen.
3. Delete all allocated charges with the  button.
4. Go to Fees > Compilation > Compile Contributions and run the Compile Contributions routine for all pupils.
5. The invoice will no longer appear in the Raise Invoices screen.

Note: Be aware, if you remove recurring or multiple charges you will need to re allocate the charges, if they are required in the next invoicing run.

For more information on compiling charges please see the Engage Fees Billing guide Compile Contributions section.