Deleting Invoice Terms

Overview

Invoice Terms are an essential component of the Billing Profile. Invoice Terms specify invoicing instructions, such as when the agency bills, what the agency bills, client billing preference, and how invoices should be split, grouped, or summarized.

Invoice Terms include:

  • Net days due
  • Approval conditions
  • Applicable discount and/or surcharge rates
  • Invoice Format (Invoice Statement Template)

Invoice Terms may become out of date. Outdated Invoice Terms must be removed to avoid issues when assigning them to an invoice. This article describes how to delete Invoice Terms.

Before You Begin

You must have the appropriate action entitlements in order to delete Invoice Terms. If you are unable to delete the invoice terms, please contact Bullhorn Support to adjust your user type action entitlements.

Multiple Versions

If you wish to manage past or future dated versions of the Invoice Terms you can select the Terms version from the drop-down menu toward the upper-right corner.

You may only delete invoice terms if the following criteria is met:

  • The Invoice Term is not the earliest dated term.
  • You have the correct combination of user entitlements.

Steps to Delete Invoice Terms

  1. On the company record, select the Invoice Terms tab.
  2. Open the invoice term you wish to delete.
  3. If necessary, select the Terms version from the drop-down menu located toward the upper-right.
  4. On the Edit Invoice Terms screen, choose Delete.