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Question

How do I delete an invoice attached to a contract?

  • February 14, 2024
  • 2 replies
  • 18 views

Wendy Westbrook

My client signed the contract immediately but didn’t pay the invoice right away.  She had some things going on and missed a second scheduled payment so I paused the recurring payments.  I can’t change the date on the outstanding payments so we can start this project without the past due payments hanging in there.  I created a new invoice to start fresh and to reflect her new final payment date.

How do I delete the original invoice that won’t be paid now?  Will it affect the contract that it was processed with?  I’m not sure “processed with” is correct.  The invoice was automatically the next step after signing the contract. 

I’ve wasted a lot of time on something that should have only taken a few minutes to update, so if there is a solution, great!  If not, I’ll just delete the digital version. 

Thanks in advance for any assistance!

2 replies

Sandra Henderson
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I don’t think you can delete a contract from a proposal with a signed contract. That being said, what I would do is create a PDF of the signed contract, and then delete the entire Smart File. Re-upload the PDF contract into the “Files” section so that it’s still accessible by you and your client, and then just move forward with payments from the new invoice you created. 


Cassie H of Premier Ops Spot
Community Legend
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What you can do in these situations is go down to the "payment schedule" section of the invoice (on the bottom) and adjust the due dates. It should remap everything once you do that. 

If your payments are smart dates based on the project date (ie, 30 days prior to project end date or due on the project date) then you can also just adjust the project date.