Accidentally deleted an invocie
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Hello ,

 

I accidentally deleted an invoice I shouldn't have. How do I correct this?

Bill

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    Gillian

    Hi Bill, I'd be happy to help with this. To recreate the invoice, simply visit the client's Billing tab, use the date range picker to isolate the dates of service you'd like on the invoice, then click +Create > Invoice. Any payments that you've added for the client will automatically be allocated to the oldest, smallest unpaid invoice on the client's account.

    Hi Bill, I'd be happy to help with this. To recreate the invoice, simply visit the client's Billing tab, use the date range picker to isolate the dates of service you'd like on the invoice, then click +Create > Invoice. Any payments that you've added for the client will automatically be allocated to the oldest, smallest unpaid invoice on the client's account.

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    Cindy Mancini

    Ok but I had some notes on that invoice, so is there a "recycle bin" or something where I can restore the actual invoice I deleted?

     

    Ok but I had some notes on that invoice, so is there a "recycle bin" or something where I can restore the actual invoice I deleted?

     

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    Brian
    Hi Cindy, currently, SimplePractice does not have a way to recover an invoice that has been deleted. Please let me know if you have any questions about this, or anything SimplePractice- I'm here to help.
    Hi Cindy, currently, SimplePractice does not have a way to recover an invoice that has been deleted. Please let me know if you have any questions about this, or anything SimplePractice- I'm here to help.
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    Megan Hall, LCSW

    I deleted a payment record attached to an invoice, did this result in the CL getting reimbursed?  What can I do to ensure I have recored of being paid and avoid having to re-bill the client?  Thanks!

    I deleted a payment record attached to an invoice, did this result in the CL getting reimbursed?  What can I do to ensure I have recored of being paid and avoid having to re-bill the client?  Thanks!