Discard Email Invoice For Free

Since invoices are legally binding documents, canceling them must be done correctly by issuing a credit memo. A credit memo, also known as a credit note, is a document that's issued from a business to a customer to cancel all or part of a sale. It's also used to document a refund.

You can delete an invoice that's in draft or awaiting approval status. You can only void an invoice that's in awaiting payment status.

What happens now? After deleting an invoice, all your time entries, expenses, and fees for flat rate cases will go back into the billable amount for the case. Important: If an invoice has a payment applied to it, deleting the invoice will not delete the payment automatically.

In cases where you want to delete or amend an invoice, a credit note will usually suffice as the solution. A credit note allows you to effectively - and legally - cancel an invoice. It's required by law that you always keep a copy of all invoices you issue for control purposes.

Learn how to write an invoice: Start with a professional layout. Include company and customer information. Add a unique invoice number, an issue date, and a due date. Write each line item with a description of services. Add up line items for total money owed. Include your payment terms and options. Add a personal note.

Please confirm that you have received this email. If you have any questions about this invoice or require additional information, please contact me at (insert details). I look forward to receiving your payment and working with you.

Since invoices are legally binding documents, canceling them must be done correctly by issuing a credit memo. A credit memo, also known as a credit note, is a document that's issued from a business to a customer to cancel all or part of a sale. It's also used to document a refund.

Tip: For good bookkeeping, it's better to void than to delete it to keep the whole record of the transaction. Only delete a transaction if you're sure that you don't need a record of it.

Tips for how to write an invoice via email Include the invoice as an attachment. Don't paste your invoice into the body of the email.Include all the important information in the subject line.Consider using an invoice template.Make sure your invoice includes everything the client needs to know.

Scroll down and tap Settings. In the Account Settings section, tap Personal Information, then tap Contact Info. Tap the email address you'd like to remove, then tap Remove.