Sometimes an invoice is imported into Payt with details that later turn out to be incorrect. Certain details cannot be changed after the first import. In that case, you can delete the invoice from Payt. During the next import, the invoice will be re-imported with the correct details (provided they have been updated in your accounting software).
Please note: Deleting an invoice in Payt does not permanently remove it. If the invoice is still outstanding in your accounting software, it will be re-imported during the next (automatic) import. If you want to prevent an invoice from being re-imported, add the invoice number to the ignore list.
Deleting an invoice
Users with administrator rights can delete an invoice themselves. Follow the steps below:
Open the invoice in Payt.
In the top right-hand corner, click 'Actions' and select 'Delete'.
If actions have already been carried out for the invoice, such as sending the invoice or reminders, you will first see a warning sign asking you to confirm the deletion. After confirmation, the invoice will be deleted.
If the invoice still has an outstanding amount in your accounting software, it will be re-imported during the next (automatic) import with the corrected details.