How to delete a Bill

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Purchases

Topic

How to delete a Bill in Tradify

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 billbill delete 1.png
  5. After cost are removed go to the Bills tab
  6. Select the bill you want to deletebill 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 ...' 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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