Remove Transaction(s) from Invoice Proposal | Scribe

    Remove Transaction(s) from Invoice Proposal

    • Andrea Jaroslawski |
    • 0 step |
    • 45 seconds

    Edit Invoice Proposal Project Transactions

    - Click [[...]] next to the Invoice Proposal CINV number
    - Hover over [[Customer Invoice Proposal]] - Select [[Edit]]
    - Navigate to [[Project Transactions]] tab
    - Select the transactions you wish to send back to MPBT for future billing or write off
    - 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
    - Select one of the three options
    - Click [[Apply]]
    - Notice the [[Billing Status]] field for each transaction line has changed
    - Click [[Save and Refresh]]
    The transaction(s) are now removed from the invoice proposal.
    Was this Scribe helpful?
    Save this document for future reference.
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe