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How do I delete an invoice?

This article will show you three ways you can delete invoices in 8am™ MyCase.

Updated over 2 weeks ago

Following along in MyCase is recommended as you read the article.

Overview

Whether created in error or no longer needed, an invoice can be deleted by firm users with permission (see User Permissions). Below, we will show you how.

PLEASE NOTE: This action CANNOT be undone.


Delete an Invoice

Option 1:

  • Click the main Billing tab, then select Invoices to access all invoices.

  • Click the box next to the Invoice you want to delete.

  • Then, click the Actions button.

  • Select Delete Invoices from the drop-down menu.

  • Click Delete in the dialog box, then OK to confirm the deleted invoice is queued for deletion.

Option 2:

  • From the Invoices page, click the trashcan icon to right of the invoice you want to delete.

  • Then, click Delete in the dialog box to confirm you want to delete the invoice.

Option 3:

  • Within the Invoice, locate and click the trashcan icon In the top-right of the invoice.

  • Select Delete in the confirmation box to delete the invoice.

IMPORTANT NOTES:

  • An invoice cannot be deleted if it has been forwarded to another invoice, if deletion causes a trust balance to become negative, or if online payments have been applied.

  • When you delete an invoice, all of the time entries, expenses, and flat fee entries WILL NOT be deleted. They will be put back into the system in their "Open" state. When you create future invoices, these entries and expenses will be available to invoice again.

  • When you delete an invoice, all payments and refunds made against the invoice WILL BE DELETED. If trust funds were used to pay the invoice, those funds will be returned to the client's trust fund.

  • When you delete an invoice, any firm users working on the case will receive a notification (based on your individual notification settings) via email and in the activity feed alerting users of the deletion.

User-added image

You can also delete invoices from the Invoice List View. Simply click the trashcan icon next to the invoice you want to delete.

You can also delete invoices from the Invoice List View. Simply click the trashcan icon next to the invoice you want to delete.

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