Total Synergy

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You can remove a transaction from an invoice using the "Return to WIP" feature (Enterprise only, accessible by System Administrators but adjustable in the Security Matrix). If a stage has at least two transactions, you can return one to WIP for future invoicing.

This is useful if you've included a stage without reviewing transactions or need to adjust an invoice without cancelling it—provided at least one transaction remains on the invoiced stage.

- Invoice &gt; View Transactions
- Transactions &gt; Filter Down

Return a Transaction to WIP via the Invoice

Open the Project and from the Project drop down menu click &gt; Financials &gt; Invoices.

Open the invoice that has transactions you need to return to WIP.

Click the ellipses and then "View transactions" - this is going to take you to the Transactions window, pre-filtered by Invoice number.

You can now tick each transaction you want to Return to WIP.

Click the ellipses at the top left of the Transaction page and click "Return to WIP".

Confirm that you want to return the transactions to WIP by clicking "Return to WIP" in the pop up.

The Transactions page will refresh and update to show you only the remaining Transactions left on the invoice. 

1. Open the Project and from the Project drop down menu click &gt; Financials &gt; Invoices.

2. Open the invoice that has transactions you need to return to WIP.
3. Click the ellipses and then "View transactions" - this is going to take you to the Transactions window, pre-filtered by Invoice number.

4. You can now tick each transaction you want to Return to WIP.

5. Click the ellipses at the top left of the Transaction page and click "Return to WIP".

6. Confirm that you want to return the transactions to WIP by clicking "Return to WIP" in the pop up.

7. The Transactions page will refresh and update to show you only the remaining Transactions left on the invoice. 

Note: At least one transaction must remain on the stage. To remove all (or if only one exists), cancel the invoice and start over.

Return a Transaction to WIP via the Transactions screen

Open the Project and from the Project drop down menu click &gt; Financials &gt; Transactions.

Change the view to "View: Invoiced" and enter the invoice number in the Search box. Press Enter to run the search.

1. Open the Project and from the Project drop down menu click &gt; Financials &gt; Transactions.
2. Change the view to "View: Invoiced" and enter the invoice number in the Search box. Press Enter to run the search.

3. You can now tick each transaction you want to Return to WIP.

4. Click the ellipses at the top left of the Transaction page and click "Return to WIP".

5. Confirm that you want to return the transactions to WIP by clicking "Return to WIP" in the pop up.

6. The Transactions page will refresh and update to show you only the remaining Transactions left on the invoice. 