Discarding Payable Invoices

Note: You must use Lightning Experience or be in Classic Edition The view of the application that you see when you first install the base managed package. to discard a payable invoice.

Lightning Experience

To discard a payable invoice using Lightning:

1. Click the Payable Invoices tab.
2. From the list view, click the payable invoice that you want to discard.
3. On the payable invoice detail page, click Discard. The Discard Payable Invoice window displays.
4. In the Discard Reason field, enter a discard reason for the payable invoice.
5. Click Discard.

Notes:

• You can only discard payable invoices when they have a status of "In Progress".
• You cannot modify a discarded payable invoice.

Classic Edition

You must specify a reason for discarding the document, which is stored with the record for future reference and auditing.

To discard a document:

1. Select the "In Progress" document that you want to discard.
2. Click Discard. If you can't see this button, contact your administrator.
3. Type a reason for discarding this document. You cannot leave this field blank.
4. Click Discard again.