Delete an Invoice

Remove an invoice from a client's ledger with ease.

1. Getting started

Navigate to the client record that you would like to create an invoice for.

2. The client ledger

Locate and click the Ledger tab on the client record.

3. Select an open invoice to delete

Locate the open invoice you would like to delete and click the Delete Invoice button. 

4. Delete the invoice

Click OK to remove the invoice from the client's ledger.  Any services on that invoice that were generated by an appointment will be returned to the 'Services Ready to be invoiced' grid.