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Print, Duplicate, Void, or Delete a Billing Statement | Zayls

by Zayls
3 years ago
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Knowledge Base Sales | Print, Duplicate, Void, or Delete a Billing Statement

Print, Duplicate, Void, or Delete a Billing Statement

Print a Billing Statement:

  1. Click the Billing Statement you want to print.
  2. Click Print.

Sample Print File:

Duplicate a Billing Statement:

  1. Click the Billing Statement you want to duplicate.
  2. Click .
  3. Click Duplicate. The billing statement details will be copied, and you may now edit details or add new items.
  4. Once you’re done, click Save located at the bottom. A message will appear if the billing statement is created successfully.

Void a Billing Statement:

  1. Click the Billing Statement you want to void.
  2. Click .
  3. Click Void.
  1. A Void confirmation dialog will appear. Click Void to void the existing invoice or click Cancel to terminate your action.
  2. A message will appear if the invoice is voided successfully.

Editing is not allowed once a transaction has been voided.

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation.

Delete a Billing Statement:

  1. Click the Billing Statement you want to delete.
  2. Click .
  3. Click Delete.
  1. A Delete confirmation dialog will appear. Click Delete to delete the existing invoice or click Cancel to terminate your action.
  2. A message will appear if the invoice is deleted successfully.

Deletion is only allowed when there is no collection transaction linked to the billing statements.

Related Article: View Billing Statement Activity Log