Delete a Final Invoice or a Credit Memo

You can delete final invoices and credit memos. When you delete a credit memo, only the selected credit memo is deleted. The original invoice is not deleted with it.

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

Prerequisites: To delete invoices and credit memos, your Vision security role must have the Allow invoices on file to be deleted check box and the Allow final processing check box selected on the Accounting tab of Configuration > Security > Roles.

To delete a final invoice or a credit memo, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Interactive Billing.
  2. On the Billing Session Options dialog box, enter options and click OK. Because the general ledger is not affected when you delete an invoice or credit memo, it does not matter which period you enter on this dialog box.
  3. On the Interactive Billing form, open the project.
  4. On the Interactive Billing toolbar, click Tools > Invoices on File.
  5. On the Invoices on File dialog box, select the invoice or credit memo to delete.
  6. Click Delete.
  7. On the dialog box that informs you that this will purge the print files for the invoice or credit memo, click Yes.