Creating Draft Invoices

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.

  1. Click Invoicing...Overview from your navigation bar.
  2. 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.
  3. Click on a value in the Amount column. This will take you to the drafted invoice for a specific project.

  4. Click on the Expenses tab.

  5. Check the box next to the expense(s) that you want to remove.

  6. 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.

  7. Select the relevant option from the picklist. You’ll see the dropped or deleted expense(s) removed from your drafted invoice.
  8. Click Recalculate Invoice Amount to do just that, so your recent changes are reflected in the invoice amount. 
  9. Click Save Changes to save your work.

Where to Go from Here:

Leapfrog Invoice Approvals

Basic Categories: Invoice Terms 

 

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