Kavi® Billing Help

Chapter 24. Delete a Bill

Overview

Use the Delete a Bill tool to permanently remove a bill. Delete a bill only if you are sure that you will never need to access this bill's information again. Any bill can be deleted.

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How to Delete a Bill

Bill Search and Select

Set search criteria to find a bill, or set of bills. The search retrieves bills that meet all your criteria. If you don't see the bill you want, click the Back button and set more general criteria.

Options

Bill ID

This is the unique Bill ID issued at the time of bill creation. This is the quickest way to retrieve a bill.

Account

Select the name of the user or company whose billing account you want to access.

Bill Name

Enter the partial or full name of the bill you want to access. To reduce the number of potential matches, restrict the search by setting the other search fields. To increase the number of potential matches, expand the search by entering partial values for bill name, or leave the other search fields set to the default value.

State

Select the state of the bills you want to see (i.e. 'Paid', 'Unpaid' or 'Canceled').

Payment Method

Use the Payment Method option only when retrieving bills that are paid. If this option is set, your search won't retrieve any unpaid bills.

Delete

Review the information to be certain that this is the bill you want to delete. Once deleted, the bill cannot be restored, and won't appear in searches or reports. If you are sure that you want to delete this bill, add an Activity Note describing why you deleted the bill for future reference. Activity notes are saved in this account's Activity History and can only be seen by administrators.

Done

This bill has been permanently deleted!

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