Deleting and Voiding Invoices

Invoices can be either deleted or voided in FYI, depending upon the status of the invoice in FYI and Xero:

• Deleted - available for invoices with the status of:
  • Draft, including a source of Practice Sync.
  • Draft in Xero.
  • Approved.
  • Submitted.
• Voided - available for invoices with a status of Awaiting Payment.

Paid invoices cannot be deleted or voided.

When deleting or voiding an invoice:

• All Time and Disbursement entries associated with the invoice are reset to a "Submitted" status and can be re-invoiced. This also applies to entries allocated to jobs where the Job State is locked for Time and Disbursements.
• Voiding or deleting an Interim invoice will delete the associated Interim time entries.
• The invoice will only be displayed in the Invoices List if Unhide Deleted and Voided Invoices option is enabled.

Deleted and Voided invoices cannot be restored.

Note: Invoices can only be deleted by FYI Admins and User Groups with the Edit Invoices permission enabled.

Deleting an Invoice

1. From the Client - Invoice list, select the invoice to display the Invoice Drawer.
   
   Note: The invoice can be found on the Documents list, the Job - Invoices tab, or the Client Group and Client - Invoices tab.
   
2. Click the Details heading to expand the section.
    
3. Click the Edit or View button. The Update Invoice drawer will display.
    
4. Scroll to the bottom and click Delete. 
   Note: To cancel, rather than delete, close the drawer by pressing the X in the top-right-hand corner. If you would like to navigate to the previous Invoice drawer, click the back arrow.
   
5. Click Yes on the confirmation message.
   

The invoice will be deleted from both FYI and Xero Ledger (if synchronised). 

To display deleted invoices, refer to Displaying Deleted and Voided Invoices.

Void an Invoice

1. From the Client - Invoice list, click the invoice to display the Invoice Drawer.
   
   Note: This can be done from the Documents list, the Job - Invoices tab, or the Client Group and Client - Invoices tab.
    
2. Click the Details heading to expand the section.
    
3. Click View. The Update Invoice drawer will be read-only. As the invoice has been approved in Xero, the fields cannot be modified.
    
4. Scroll to the bottom and click Void. 
   Note: Before clicking Void, if you would like to cancel this action, you can close the drawer.  This can be done by pressing the X in the top-right corner. If you would like to navigate to the previous Invoice drawer, click the back arrow.
   
5. Click Yes on the confirmation message.
   

The invoice will be voided in both FYI and Xero Ledger. 

Displaying Deleted and Voided Invoices

If a View or List has been set to hide Deleted and Voided invoices, the invoice will not be displayed. Click the Unhide Deleted and Voided invoices button in the toolbar to display Invoices with the Status of Deleted or Voided in the list.

To display all deleted and voided invoices for your practice. Refer to Practice - Invoices.