Remove an Expense from a Drafted Invoice
You drafted an invoice that includes several expenses. But now you want to remove one of them. How do you remove an expense from a drafted invoice? And what are your removal options? Get answers to these questions in this article.
First, let’s get to a drafted invoice. Then, we’ll explain your removal options and remove an expense.
- Click Invoicing...Overview from your navigation bar.
- Find the middle tile and click on the Drafts tab. Then, click on the tile itself. This will take you to your Draft Invoices window.
- Click on a value in the Amount column. This will take you to the drafted invoice for a specific project.
- Click on the Expenses tab.
- Check the box next to the expense(s) that you want to remove.
- Click the white triangle next to Bulk Actions, and a picklist will appear.
Let’s go through these options:
Update - Edit one or more expenses and apply that change to the selected expense(s).
Drop - Drop the expense(s) from the drafted invoice. That means, the expense will be put back into WIP (work in progress).
Delete - Permanently remove the expense from BigTime.
For the purposes of this article, you’d select drop or delete.
- Select the relevant option from the picklist. You’ll see the dropped or deleted expense(s) removed from your drafted invoice.
- Click Recalculate Invoice Amount to do just that, so your recent changes are reflected in the invoice amount.
- Click Save Changes to save your work.
Where to Go from Here:
Basic Categories: Invoice Terms
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