Batch Delete of Invoices


The ability to delete old Invoices en masse has long been requested by Big Business Users who use the Import and Memorize/Recall features to automate their repeat billing. Eventually, some mistake is made, and in Version 2.0 the only correction is to delete each and every Invoice, one by one. (3213)




Only Invoices with Payments are protected:



Big Business 2.5 adds the ability to Batch Delete Customer Invoices. Because this Delete is permanent, you should exercise proper caution in its use. Refer to the section on Employee Access Privileges for restricting Access to the Batch Delete tool. You may also want to back up your Company data file, or export the selection of Invoices you are attempting to Delete, prior to deleting them.

To Batch Delete Invoices, using the Invoice QuickSearch:
1. Find those Invoices you wish to delete.
2. Click the Batch Delete tool to Delete all Invoices in the current Invoice List window.
Big Business will display a confirmation dialogue offering to Continue or Cancel.
3. Select Continue to attempt to permanently Delete all Invoices in the list.
Big Business will display those Invoices which could not be deleted.

If you select one Invoice in the List and click Batch Delete, Big Business will display a dialogue with a choice of Deleting the selected Invoice, Deleting all Invoices in the List, or Canceling.

If there are Invoices in your selection which cannot be Deleted because they are Locked, Big Business will provide you a list of those Invoices which could not be Deleted.

This feature is designed to clean up after an erroneous import of Miscellaneous Sales or Recall of a group of Memorized Miscellaneous Sales. Any Invoice which is not locked by having a Receive Money transaction applied to it, can be Deleted.



Related:

Item Batch Delete

  Chapter 325 Customer Invoices

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