Delete a cancelled invoice

Delete a cancelled invoice if the invoice/cancel credit has not been sent out to the client, or transferred to your accounting system. NEW 4.9.0

Problem

An invoice has been created in error and it cannot be sent out to the client. This could happen in the following business cases:

  • The WIP was invoiced to the client before the Project Manager has checked the transactions.
  • Some transactions were listed against the wrong sub project.

Important - Read this first - The steps below should only be followed if

  • The invoice was cancelled before it was sent out to the client.
  • The invoice and cancel credit have NOT been sent to your accounting system (MYOB/Xero/QuickBooks etc)
  • There is NO UNDO OR REVERSE option. We cannot re-create the invoice or cancel credit later if you decide this action was a mistake.
  • If you are not sure about using this option, please call Synergy Support to discuss this further.

Solution

The delete option is only available on a cancelled invoice for users with System Administrator access level.

Use the delete a cancelled invoice option when you have raised an invoice in error. If the invoice has not been sent out to the client, then the invoice can be cancelled and deleted from Synergy. This stops both the invoice and the cancel credit note from being transferred to your accounting system by Synergy Connect.

ClosedComplete the following steps to delete the invoice:
  • First complete the steps to cancel the invoice.
  • Next open the Project >Invoices tab.
  • Change the filter in the top right corner to either 'cancelled' or 'all' invoices. This makes sure that the cancelled invoice is shown in the list.
  • Double click to open the cancelled invoice.
  • Click the File Menu > Delete option in the menu.

    • Click the image above to see where the delete option is found.

  • Click 'yes' on the confirmation message shown.
  • The invoice tab is refreshed and the original invoice and the linked cancel credit have been deleted.
  • Deleted invoices are tracked in the Project Audit.

    • Click the image above to see the warning/confirmation message upon delete.

    Important items to review before using this feature

    • The delete option removes the original invoice and the cancelled credit note.
    • This cannot be used if only a partial credit note has been raised against the original invoice.
    • All the transactions on the cancelled invoice will appear back in WIP.
    • There isn't an undo option - be careful!!
    • Do NOT use this if you have already sent the invoice to your client, or transferred the invoice to your accounting system like MYOB/Xero/QuickBooks.

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