How to reset an invoice to draft status after it has been sent to your accounting platform?

Topic

If you need to reset an invoice to draft status after it has been sent to your accounting platform, follow these step-by-step instructions:

Instructions

1. Identify Invoice Number:

   • Go to your Tradify account and locate the invoice number in question.

2. Access Accounting Platform:

   • Visit your accounting platform (e.g., Xero, MYOB, QuickBooks, Sage).
   • Search for the invoice number and delete it from your accounting platform.

3. Return to Tradify:

   • Go back to your Tradify account.
   • Refresh the page to ensure the most up-to-date information.

4. Reset to Draft in Tradify:

   • Click on the invoice in question.
   • Select "Options," then choose "Reset to Draft." This action will make the "Edit" button available.

5. Make Necessary Modifications:

   • Make any required modifications to the invoice.

6. Approve and Resend:

   • Approve the invoice again.
   • Resend it to your accounting platform.

Additional Information

Following these steps will help you reset the invoice to draft status, make necessary changes, and resend it to your accounting platform. If you encounter any challenges or have further questions, feel free to reach out for assistance. Please email support@tradifyhq.com