How to delete a Bill

Permissions (29).png

Instructions

  1. Go to Jobs.
  2. Select the job the bill is attached to.
  3. Go to the Costs tab.
  4. Remove each of the costs linked to the bill.

    bill delete 1.png

  5. After cost are removed go to the Bills tab.
  6. Select the bill you want to delete.

    bill delete 2.png

  7. Click Options > Reset to draft.
    Note: if you have synced this bill to your account software you will need to use 'Reset sent to (Accounting)' before reseting to draft.

    bill delete 3.png

  8. Select Options > Delete Bill or click the bin icon.

    bill delete 4.png

Additional Information

For more info on bill look here: How To Import Supplier Bills into Tradify 

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