Do you need to delete a customer invoice?
The process is simple but different depending on if the invoice is PAID or UNPAID.
We will walk through the steps for both, starting with UNPAID.
1. Search your customer, click on "invoices / payments" under their profile, then click the arrow on the invoice you're wanting to delete.
2. Click "delete invoice"
3. You'll get this pop up - please verify you're deleting the right invoice! If so, click "yes, delete" to delete it.
That's how you successfully delete an invoice!
Side note - You cannot delete an invoice that has a payment attached to it.
Here's how you remove the payment from the invoice before you attempt to delete it:
1. Find the payment for the invoice you're wanting to delete - match up the invoice numbers to verify it's the right one.
2. Click on the correct payment, then you'll see the option to either remove the payment from the invoice or delete it entirely. If you remove it, you can reattach it to any invoice later. If you delete it, any evidence of the payment will be completely erased from the system.
After that, you're able to go back to the "invoices / payments" tab and delete the invoice!
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!