Generate/Un-generate an Invoice Rules

When setting up your invoice pay period templates, you have the ability to decide who can generate/ungenerate invoices. As shown below, you choose who can generate invoices and mark that only the organization who generated the invoice can change the payment status. 

Now once a time sheet is generated, you will find it in invoices. In order to undo the generation of the invoice, click the overflow dots as seen in the picture below. ***Note you cannot make edits to invoices that are in the 'Unpaid' status.

Once you click edit statement, these two modals will pop up.

After clicking Edit Statement > Yes, it will undo the generation and move the time sheet back to a 'Pending Approval' status. You can make any necessary edits and go through the steps of approval to re-generate the invoice. 

***Please note that based off of permissions, if you do not have the ability to perform these actions, the edit statement button will be greyed out and you will be notified that you do not have these permissions (as shown in the picture).