How to delete lines from an invoice - NextGen

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

Invoice owners can delete lines from an invoice. Invoices must be in New, In Progress, Reset, or Rejected status to delete lines.

Remove invoice lines

Open the invoice details view. Click the checkbox beside the line you want to delete to select it. Selected lines are highlighted in green, and the Delete option is activated once at least one line is selected.  Click Delete to remove the selected line. 

Click Save in the top right corner to save your changes. If you delete a line by accident, click out of the invoice details  without clicking Save. In the Unsaved changes window, select Discard to undo any coding changes.