How to Remove an Invoice Tied to a Contract (Offline Payments ONLY)

IMPORTANT! In the coming months, we will be phasing out this version of the Tuition Management module. If you are looking for how to work with Contracts in the next generation of the Tuition Management module (which is where all 2023-2024 Contracts were built and sent from), go to the Tuition Management section of our Help Center.

The following steps will help with how to remove an invoice that is tied to a contract. These steps are specifically designed for schools that take OFFLINE payments! 

IMPORTANT: Deleting an invoice also removes the applied signatures and will mean the contract has to be signed again by all required signatories.  Do NOT delete the invoice if you do not intend to have the parent(s) sign the contract again. Contact support@bigsis.com for any questions about removing invoices.

1. Start by going to Admissions/Leads > Online Contracts > Submitted/Pending Contracts.
   PRO TIP! You can also use the dashboard shortcut!
   OR   
   
   
2. Edit the lead contract record you need to remove the invoice for.
   
   
3. Copy the Invoice # that will be located in the Lead Contract MPF Invoice preview.
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4. You are now going to go to the Invoices and Credit Memos table to search for the invoice. Go to Miscellaneous > Financial Management > Invoices and Credit Memos.
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5.  Paste or type the Invoice # into the upper-right search menu. Select the invoice and click Delete.
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6. This will take you to a confirmation screen. Type in the word 'DELETE' to confirm the delete and click the Delete button. Click 'Ok' to confirm the delete one last time (can you tell we want to make sure this is what you want to do!) and you are done!
   
   
   
7. After you complete deleting the invoice you may now return to the contract and make any changes you need to.
   PRO TIP! Remember that you will notify the parent once you are ready for them to sign the contract again.