How do I undo or cancel invoices I just created?

Right after a run, "Undo this run" in the Create invoices window takes back every invoice the run made and returns their visits to ready to bill; paid or claim-backed invoices are kept and named. "Keep as drafts" creates invoices without sending them.

Quick answer1 min readUpdated for AveeCare
Short answer

If you billed the wrong dates or ran Create invoices by mistake, press "Undo this run" in the Create invoices window right after the run. It reverses every invoice the run made and puts their visits back as ready to bill. An invoice that already has a payment or a claim is kept and named, and one already sent to QuickBooks Desktop is removed there on the next sync. To check invoices before anyone sees them, choose "Keep as drafts" when you create them.

Step by step

  1. Run Create invoices as usual.
  2. In the result, press "Undo this run".
  3. Confirm. The visits go back to ready to bill.
  4. Read the list of anything that was kept, with the reason.

Good to know

  • Later on: Once the window is closed, delete an invoice from its menu on the Invoices tab; its visits go back to ready to bill.
  • Drafts: Invoices made with "Keep as drafts" are not emailed and not sent to QuickBooks until you send them.

Keep going

Why were some visits not billed or paid when I ran invoices or payroll?

Visits are left out when Create invoices or Run payroll starts before your dates finish loading, or rows were ticked too early. AveeCare now stops with a warning: wait and it continues on its own, or confirm; "Invoice the rest" or "Pay the rest" finishes anything skipped.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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