1. Order Management
  2. Billing and Invoices
  3. Invoices
  4. Invoice Groups Management
  5. Removing an Invoice From an Invoice Group

Removing an Invoice From an Invoice Group

If you need to remove an invoice from a group, you can do it only if there aren't any payments applied to the invoice. If a payment has been partially or fully applied, you must first remove the payment. For more information, see Reversing or Deleting Customer Payments.

After removing the invoice from the invoice group, you can reapply the payment to the remaining invoices.

To remove an invoice from an invoice group:

  1. Go to Transactions > Sales > Group Invoices > List.

  2. Open the invoice group from which you want to remove an invoice by clicking the associated View or Edit link.

  3. On the Details subtab, click Remove From Group button.

  4. From the Remove Invoices from Group dialog, check the box to the left of the invoice you want to remove from the invoice group.

  5. Click Remove From Group.

You can also remove an invoice from a group by opening it from the invoice group record. Click the Edit link associated with the invoice or click the invoice number, and then click the Remove From Group button on the invoice record.

When you remove an invoice from an invoice group, the total amount gets updated, but the payment due date doesn't change.

To delete an invoice group, you should first remove all invoices from the group.

If you don't want the invoice available for future invoice grouping, click Unmark for Grouping.

Refresh the invoice group record to view updated information after you remove an invoice from a group.

Related Topics

General Notices