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Delete a Draft Invoice (Billing Schedule)

Overview​

This feature allows you to delete unnecessary or incorrect draft invoices among those automatically issued by the billing schedule feature.

Purpose​

The primary purpose of deleting draft invoices is to remove incorrect or unnecessary draft invoices and prevent invoices with incorrect content from being finalized.

By organizing unnecessary draft invoices from the list, it becomes easier to identify invoices that require review and use the deletion as a starting point for recalculating billing details.

Feature Description​

Target Draft Invoices​

This feature targets only invoices in the draft status before they are confirmed, which were automatically issued by the billing schedule feature.

Invoices that have been moved from draft to confirmed status, or regular invoices outside of the billing schedule feature, are not eligible.

Status After Deletion​

When a draft invoice is deleted, the following related documents will be unlinked, allowing you to create new documents or update/delete related data:

  • Delivery Notes
  • Goods Return Notes
  • Credit Notes

Handling During Correction​

If you wish to correct the content of a draft invoice, you must first delete it rather than directly correcting the existing draft invoice.

After deletion, use the Re-run Invoice Run feature to perform re-aggregation via the billing schedule and create a new draft invoice.

Instructions​

Navigating to the Draft Invoice Deletion Screen​

  1. Click Transactions menu > Billing Management.
  2. Click the Draft Billing Invoices tab.
  3. As necessary, enter conditions in each Search field to filter the draft invoices.
  4. Click the Delete button for the draft invoice you wish to delete.
    The deletion confirmation modal opens.

Deleting a Draft Invoice​

After confirming that there are no mistakes in the draft invoice to be deleted, click the Delete button.

Upon successful processing, the target draft invoice will be deleted.

Important Notes​

Deletion Operations Cannot Be Undone​

Deleted draft invoices cannot be restored.

If deleted by mistake, please perform re-aggregation using the Re-run Invoice Run feature to recreate the draft invoice.

Differences in Target Data​

This feature is strictly a deletion function for invoices in the draft status before they are confirmed.

Invoices that have been moved from draft to confirmed status, or regular invoices outside of the billing schedule feature, are not eligible for this feature.