All unapproved invoices under the 'Pending Admin Approval' tab can be deleted and regenerated but anything that has been approved will need to be voided.
- On the main menu on the left-hand side of the StaffWizard page, under the 'Invoice' tab, select. "Invoice Report".
- On the page that was displayed, on the tabs that are on the top of the page, select the "Approved by Admin" tab.
Remember that any 'Pending Admin Approval' invoices can be deleted then regenerate but anything that has been approved will need to be voided.
- Once you have located the invoice you need, navigate to the right in the same row until you find the dots button [...] located under the "Actions" column.
- When you click on the button a new menu will be displayed, select the "Void" option and a pop-up window will appear to confirm this action.
- Once this is done, the invoice that was voided will have a note below the invoice number confirming that it is voided.
- You will need to regenerate the invoice by selecting the [+Add] button on the top right corner, then select "Generate Invoices Branch/Period".
- A window will pop up to fill out the appropriate information. Once you check the information is correct, hit the [Generate Invoice] button.
Remember that this action will not create duplicate invoices that have already been generated.
- Once the invoice has been generated, you can check it under the "All" tab, located on the tabs that are on the top of the page.