How To
Delete an invoice
CCH iFirm Time and Fees
Security role required: Invoicing - Delete Invoices
Delete an invoice
Only draft invoices can be deleted. To delete a finalized invoice you have to unfinalize it first.
- Click Jobs & Billing > Invoices.
- On the Draft Invoices tab, choose either one of the following actions:
- Select the check box of the invoice you want to delete, then click Delete Invoice.
- Click the row of a draft invoice to open it, then click Delete Invoice.
- Click Yes to confirm.
Tip: You can delete a group of invoices in bulk, for example if you incorrectly created invoices in bulk. On the Draft Invoices tab, select the required invoices using the related check boxes and click Delete Invoice.
Related documents
Use interim or progress invoice text
How to use interim or progress invoice text
Recording time in lieu
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
View email contents
You can view the content of e-mails in the E-mail Centre. The e-mails are read-only, therefore, you cannot edit them.
Manage Email Templates
Templates are supplied for e-mailing invoices and statements, or you can add your own. You can delete these templates if you do not need them. You can set the default template in the billing entities area. You have the option of sending your e-mail as HTML or plain text.
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.