Delete a cancelled invoice

Delete a cancelled invoice if the invoice/cancel credit has not been sent out to the client, or transferred to your accounting system.

NEW 4.9.0

Problem

An invoice has been created in error and it cannot be sent out to the client. This could happen in the following business cases:

Setup required before use	Who Can Use It?	Where Is It?
Cancel the invoice	System Administrator	Projects > Invoices tab

Important - Read this first - The steps below should only be followed if

The invoice was cancelled before it was sent out to the client.
The invoice and cancel credit have NOT been sent to your accounting system (MYOB/Xero/QuickBooks etc)
There is NO UNDO OR REVERSE option. We cannot re-create the invoice or cancel credit later if you decide this action was a mistake.
If you are not sure about using this option, please call Synergy Support to discuss this further.

Solution

The delete option is only available on a cancelled invoice for users with System Administrator access level.

Use the delete a cancelled invoice option when you have raised an invoice in error. If the invoice has not been sent out to the client, then the invoice can be cancelled and deleted from Synergy. This stops both the invoice and the cancel credit note from being transferred to your accounting system by Synergy Connect.

Important items to review before using this feature

The delete option removes the original invoice and the cancelled credit note.
This cannot be used if only a partial credit note has been raised against the original invoice.
All the transactions on the cancelled invoice will appear back in WIP.
There isn't an undo option - be careful!!
Do NOT use this if you have already sent the invoice to your client, or transferred the invoice to your accounting system like MYOB/Xero/QuickBooks.

Delete a cancelled invoice

Problem

Solution

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