When to delete an invoice:

  1. The subcontractor submitted the wrong invoice

  2. The wrong invoice file was uploaded when approving the invoice

  3. The invoice has incorrect amounts for line-items

  4. The wrong line-item was used for the invoice

Archive an invoice

Note: When you archive an invoice in Planyard it will be removed from calculations but it is possible to still find the incorrect entry later on for auditing purposes.

  1. Open the invoice that requires deleting

  2. Click on Archive button at the top right corner

  3. Enter a reason for archiving and click on the Archive button
    If an accounting email is set up, an accountant will receive an email about archiving this invoice.

  4. Now the invoice is archived
    This can be seen with the orange banner at the top

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