Kavi® Billing Help
Table of Contents
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.
Back to topSet 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.
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.