HOW TO DELETE AN INVOICE

In order to be able to delete an invoice, you need to have the Billing module activated in your license. Billing is an Add-on Module which can be requested by contacting your sales representative.

The first 7 steps outlined will take you through the prerequisite checks needed to be enabled before even seeing the delete icon on the invoice level. 

1. Navigate to Administrative Tools.
2. Click on Application Settings.
   
3. Click on the Billing tab, located in the sidebar.
   
4. Make sure the "Enable Invoice Deletion" box is checked. If it is not, check it, and click Save.
   
5. At the top of your page, click on File>Users
   
6. Open the caseworker account that you wish to allow access to invoice deletion.
   
7. Scroll to the access rights table, and mark the Billing>Invoice box for invoice deletion access.  Once you mark the proper box, click the Save button.
   
8. Navigate back to the Caseworker Portal.
9. Open the case where the invoice you wish to delete is located, and make your way to the Invoices tab.
10. Click the Delete button for the invoice you'd like to delete.
    
11. Confirm the action by clicking OK.