Deleting Invoice Term Versions

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Invoice Terms may become out of date, which is why you can create effective dated versions. An Invoice Term Version may need to be deleted for a number of reasons (incorrect data, the new version is no longer needed and hasn't been used, etc.) Use the steps below to delete Invoice Term Versions.

1. On the company record, select the Invoice Terms tab.

2. Open the invoice term you wish to delete.

3. Select the Terms Version from the drop-down menu located toward the upper-right.

   

   You can not delete the earliest dated Invoice Term Version.

4. On the Edit Invoice Terms screen, select Delete.

You must have the appropriate action entitlements in order to work with Invoice Terms. If you are unable to complete the steps above, contact Bullhorn Support to review and adjust your action entitlements.