RB User Guide > Billing > COD Invoices

Purging COD invoices

It is recommended that you periodically purge old COD invoices. For example, you might want to delete any COD invoices that are more than 90 days old on a monthly basis.

1. Find old invoice(s)

   1. Billing > COD Invoices
   2. In the Search By pane, enter a date (90 days in the past, for example) in Invoice Date To, then click .
   3. RB displays all invoices that are older than the cut-off date. Click the hyperlinked Invoice No. of an invoice you want to purge.
   4. In the View Invoice window, copy the invoice’s Job No.

2. Delete invoice

   1. Production > Turn In
   2. Paste the job number into the Search By pane’s Job No. field, then click .
   3. Click the hyperlinked Job No. in the search results.
   4. In the Turn In–Job window, click the COD invoice’s hyperlinked Invoice No.
   5. In the View Invoice panel, click Delete.
   6. Click Yes in the popup that appears.

Reference

• Date Navigator

Step-by-step instructions

• Working with COD invoices