Delete a Credit Memo

You can delete credit memos in Interactive Billing if you no longer need to print or void them.

Warning: Use this feature only if you no longer need to print or void a credit memo.

Prerequisites: To delete credit memos, your security role must have the Allow Invoices on File to be Deleted and Allow Final Processing check boxes selected in the Billing Security section on the Accounting tab of Settings > Security > Roles.

To delete a credit memo:

  1. In the Navigation pane, select Billing > Interactive Billing.
  2. If you use diaries, complete the settings on the Billing Session Options dialog box.

    If you do not use diaries, complete settings on the Billing Session Options dialog box by clicking Billing Session Options on the actions bar of the Interactive Billing form.

    Because the general ledger is not affected when you delete a credit memo, it does not matter which period you enter on the Billing Session Options dialog box.

  3. On the Interactive Billing form, open a project.
  4. Click the Invoice History tab.
  5. In the invoice grid, select the credit memo to delete.
  6. Click Delete on the grid action bar.
  7. On the dialog box that informs you that this will purge the print files for the credit memo, click Yes.