How to delete duplicate invoices in Tabs

Duplicate invoices can occur in Tabs for various reasons, including data uploads, contract duplications, or system regeneration issues. Here's how to identify and resolve duplicate invoice issues.

Deleting draft invoices

If the duplicate invoice is in DRAFT status, you can delete it yourself:

1. Navigate to the invoice you want to delete

2. Click "Need to do something else?"

3. Select "Delete invoice"

4. Confirm the deletion

Note: The system automatically blocks duplicate invoice numbers from being sent, so DRAFT duplicates won't be accidentally sent to customers.

When you cannot delete invoices

You cannot delete invoices in the following situations:

• OVERDUE, SENT, PAID invoices: These require support assistance to void or delete.

  • These invoices may have financial implications in Tabs <> ERP contributing to data inconsistencies between the two systems.

• PENDING invoices: When a customer is on autopay and payment processing has begun.

• Closed accounting periods: The associated accounting period must be reopened first.

Preventing duplicate invoices

To minimize duplicate invoice creation:

• Avoid uploading the same contract or usage data multiple times

• Check for existing invoices before creating new ones

• When correcting usage data, use the "replace" option instead of deleting and re-uploading

• Review billing terms and contract settings that might trigger automatic invoice generation