Page Comparison

• Munis
• General Billing
• Invoices
• Invoice Entry and Proof
• Adjust Invoices

This scenario may present itself when a posted an General Billing Invoice Proof Batch is not posted yet but a user may need to delete an invoice from the batch or the batch altogether. This scenario can also present itself where a user may need to delete a Posted General Billing Invoice when no bill activity exists, needs to be deleted from Munis. 

How to delete General Billing Invoice Proofs from an un-posted Batch 

1. Navigate to Invoice Entry and Proof to locate the General Billing Invoice Batch where an Invoice needs to be removed or the batch as a whole. 
2. Click View-Batch.
3. Locate the Invoice that needs to be deleted. 
4. Double click the record or highlight the record and click Accept. 
5. This will open this Invoices Proof Header Screen. 
6. Click the Delete button to remove this invoice from Proof. 
7. This can be done for all of the invoices in the batch if the user wishes to remove the entire batch from Proof. 

If the Delete button is greyed out, the user may lack permissions and need another user to Delete the Proofs. If there are further issues or produces an error, please contact Munis Support.

How to delete a posted General Billing Invoice

1. Navigate to General Revenues>General Billing>Adjust Invoices.
   1. In Munis 11.3, Click Search. Use the fields to identify the Invoice in question. 
   2. In Munis 2018.1 and higher, click Add to create a new Adjustment Batch. Click Accept. Click Search and use fields to identify the Invoice in question.
2. Munis Adjust Invoices will then show the Invoice Header, where adjustments can be made to the Header Section of an Invoice. 
3. At this point, if the Invoice has no activity you can use the Delete Button in the Munis ribbon in the toolbar in this Header Section of the Invoice. 
   1. Munis may prompt the user that if Bill Activity does exist and a user attempts to Delete the Invoice from Munis they will be prompted by Munis that the invoice can not be delete and Munis will then prompt the user to automatically adjust the Invoice Detail down to zero. 
4. If the Delete Button is greyed out, this means the user does not have the General Billing permission to Delete Invoices. 
5. Munis recommends either giving this user the General Billing Permission or have another user with the elevated permissions Delete the Invoice. 
6. Click Detail and Munis will bring the user into the Detail Section of the invoice where charges can be Added, Removed or Modified. 
7. Use these sections to make the Invoice Adjustments needed. 
   1. Applicable Workflow steps may need to be completed at this point, such as Releasing an Adjustment before Step 8 can be completed. If not, skip to Step 8.
8. Click Back to get to the Batch Header and click Post Batch.