Remove Transaction(s) from Invoice Proposal | Scribe

    Remove Transaction(s) from Invoice Proposal

    • Andrea Jaroslawski |
    • 9 steps |
    • 45 seconds

    Edit Invoice Proposal Project Transactions

    1
    - Click [[...]] next to the Invoice Proposal CINV number
    2
    - Hover over [[Customer Invoice Proposal]] - Select [[Edit]]
    3
    - Navigate to [[Project Transactions]] tab
    4
    - Select the transactions you wish to send back to MPBT for future billing or write off
    5
    - You can update the [[Billing Status]] individually or in bulk - To edit in bulk, use the [[Billing Status]] field at the top of the Project Transactions page
    6
    - Select one of the three options
    7
    - Click [[Apply]]
    8
    - Notice the [[Billing Status]] field for each transaction line has changed
    9
    - Click [[Save and Refresh]]
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    The transaction(s) are now removed from the invoice proposal.