How can I unpost an invoice that has already been transferred to my accounting system?

If NO payment has been received for this invoice in your accounting system, you can simply unpost the invoice by taking your Worksheet out of INVOICED Status. To do this, go to the Worksheet, click 'Edit Worksheet', change the Status to something other than INVOICED, and click 'Save'. This will remove the invoice from your accounting system, allowing you to make any Customer modifications on the Worksheet, and can be invoiced again once the Worksheet is placed back into INVOICED Status. 

If full or partial payment HAS been received for this invoice in your accounting system, cieTrade.net will not allow you to unpost the invoice. If the user attempts to change the Status of the Worksheet, the below error will come up, preventing you from removing the Worksheet from INVOICED Status.


If you have additional questions, please contact the Support Team via email to support@cietrade.net.