Page Comparison

• General Billing
• Invoices
• Invoice Entry and Proof (gbinvent)
• Adjust Invoices (gbinvmnt)

This scenario may present itself when a posted General Billing Invoice when no bill activity existsA General Billing invoice, either in-proof or posted, needs to be deleted from Munis. 

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. 

If an invoice exists in an unposted batch in Invoice Entry and Proof and the invoice has not been generated, it can be deleted by following the below process: 

1. Start by resuming the batch in Invoice Entry and Proof: Resume a Batch in Invoice Entry and Proof
2. Click Browse. 
3. Double click the invoice that needs to be deleted from the list of invoices in the batch or single click the invoice to highlight it and then click Accept. 
4. Click Delete in the top ribbon.
5. A message appears: Are you sure you want to delete this record from the database? 
6. Click Yes to delete the invoice or No to cancel. 
7. Repeat steps 2-6 for as many invoices as necessary. 

If the Delete button is missing, the user may lack permissions to delete invoices or the invoice may have already been generated. If the Update and Delete button are missing, then the invoice has likely been generated and will need to be deleted using the next steps. To confidently determine if an invoice has been generated, see: How to tell if an unposted General Billing Invoice has been generated

A generated invoice can only be deleted after its batch is posted. To post a batch in Invoice Entry and Proof, see: Post General Billing Invoice Entry and Proof batch

To delete a posted invoice, follow the below process:

1. Begin by either creating or resuming a batch in Adjust Invoices. 
   1. Create a batch in Adjust Invoices
   2. Resume a batch in Adjust Invoices
2. Click Search.
3. Enter the invoice number in the Invoice field.
4. Click Accept.
5. Click Delete in the top ribbon.
   1. If no activity (payments or adjustments) exist on the invoice since its generation or posting, then a message appears: Are you sure you want to delete this Invoice from the database? 
      1. Click Yes to delete the invoice or No to cancel.
   2. If activity (payments or adjustments) do exist for the invoice, then a message appears: Prior activity exists for this Invoice, so it cannot be deleted. Would you like to adjust the amount of this invoice to zero, instead? 
      1. Click Yes to adjust the invoice amount to $0 or No to cancel. 
      2. If Yes is selected, enter the Effective Date, select the Adjustment Reason, and enter any Journal Desc. if desired. 
      3. Click Accept. 
6. Repeat steps 2-5 for each necessary invoice. 
7. When all necessary adjustments have been entered for the batch, click Close. 
8. Click Post Batch. 
9. Chose either Print, Save, PDF, or Display as the Output type for the report (Save is recommended). 
10. Click OK.
11. A prompt will appear: Would you like to post this Batch of Adjustments? 
12. Select Yes to post and No to cancel. 
13. A confirmation will appear: Adjustment Batch XXX has been posted successfully. 
14. Click OK. 
15. Alternatively, follow the steps outlined here to post the batch of adjustments at a later date: Post General Billing Adjust Invoices batch

• To modify a users permissions so that they are allowed to delete General Billing Invoices, please see: Unable to delete posted General Billing invoices
• Additional resources for working in Invoice Entry and Proof can be found here: Master Article - Invoice Entry and Proof
• Additional resources for working in Adjust Invoices can be found here: Master Article - Adjust Invoices