If a preview has been generated but is no longer required or additional charges/fixed adjustments need to be added to the invoice, the preview will need to be deleted or discarded.


When a preview is discarded it will be deleted from the database forever. All adjustments will be deleted and the charges will be restored to their previous state on the relevant Cases.


There are two ways to discard an invoice preview:


Scenario

Description

From the Unbilled Preview List

  1. Go to Finance > Unbilled Previews
  2. Click ‘Discard’ next to the preview you want to delete
  3. Click ‘Cancel’ to abort or click ‘Delete’ to confirm

At the start of the Billing Wizard

  1. Go to the Charges tab of a case
  2. Click ‘Billing’ to start the Billing Wizard
  3. Click ‘Discard Preview’ on the right
  4. Click ‘Cancel’ to abort or click ‘Delete’ to confirm