Deleting Non-finalized Invoices

Overview

When reviewing invoices, you may realize that one was created in error. As long as the invoice hasn't been finalized, you may delete it.

Before You Begin

Prerequisites

You must have the proper user entitlements in order to delete invoices. If you are unable to delete invoices, please contact Bullhorn Support to review your settings.

Invoices must meet the following criteria before they can be deleted:

  • Non-finalized - Finalized invoices cannot be deleted.
  • Original - Only original invoices can be deleted. Credit Invoices cannot be deleted.

Delete Invoice Results

When you delete an invoice, Bullhorn One will perform the following actions:

  • The following information will be deleted:
    • All associations to the deleted invoice from the Billable Charge, including the Invoice ID and Line Item IDs.
    • Updates to the invoice entered via the invoice Edit tab.
    • All manually taxes, discounts, and surcharges for the invoice.
  • The following manual updates will be retained:
    • Invoice transactions that have been saved to Billable Charges.
    • Invoice Line Items entered on the invoice Details tab to the original Billable Charge.
  • The invoice will no longer be displayed in the Invoice List.
  • All Billable Charges will be returned to their previous state (Ready to Bill), if the invoice had line-item transactions.

Steps

  1. Navigate to the Invoice List.
  2. Click the invoice number of the invoice you wish to delete.
  3. Choose Actions > Delete.

Mass Delete Invoices

Alternatively, you can delete multiple invoices from the Invoice List.

  1. From the Invoice List, check the box next to one or more invoices you wish to delete.
  2. Choose Actions > Delete.