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Updating an incomplete invoice

How to delete an incomplete or erroneous invoice and create a new one

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Written by Ashok P
Updated over 5 months ago

Sometimes, a service call is complete, but the call log is not. This may be due to the unavailability of an Internet connection for the technician at the work site to update the log or because the technician did not add all the details to the log.

Cloud locks the editing capabilities of the service call once you create the invoice for the call. So, it is good practice to double-check the work summary and the labor, drive, and other fees involved in a call before creating the invoice.

Check out these articles for more details about double-checking labor and other fees in the Office user view.

If you encounter a situation where you discover that the call log is incomplete after creating the invoice, you will need to delete the invoice and create a new one.

1/ Click "View Invoice" in the top-right corner of the call to open the invoice.

2/ On the invoice, click the "Settings" icon in the top-right corner and click "Delete" to delete the invoice. This will allow you to create a new invoice for the call.

3/ Make the changes in the call log as needed and click "Create Invoice" in the top-right corner to create a new invoice.

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