Editing and Deleting Draft Bills in New Ledger

Bills in Draft status remain editable until the finalisation date. During this period, you can update billing details or delete the draft entirely if the bill is no longer required.

To edit a draft bill:

1. Go to the Bills submodule.
2. Select a bill with Draft status.
3. Click the Actions menu and choose Edit.
4. On the Edit Draft Bill page, you can update:
   1. The issue date
   2. The payment due date
   3. Add or remove line items
   4. Add or remove notes
5. Click Save Changes.

A green notification appears confirming that your changes have been saved.

Deleting a Draft Bill

If a draft bill is no longer required, you can delete it before the finalisation date.

To delete a draft bill:

1. Go to the Bills submodule.
2. Select a bill with Draft status.
3. Click the Actions menu and choose Delete.
4. In the confirmation window, click Delete again to confirm.

A green notification appears confirming that the draft bill has been deleted.

Article by Roshel Jose

Please note:

1. The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
2. Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.