Delete a Batch Template

This article covers the deletion of a new batch template.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Financial to expand the corresponding menu.
  3. From the menu click System.
  4. Upon the Financial Settings page displaying navigate to the Invoice tab.
  5. Click the Batch Templates sub-tab to view the list of available Batch Templates.
  6. Select the batch template(s) to delete:
    1. Click the selection box located against the template(s) you wish to delete.
    2. Click Delete .

      Select the batch template(s) to delete

      Tip: As an alternative, you can also delete a single Batch Template by clicking the Delete button located against it.

  7. Delete all Batch Templates:
    1. Click the selection box located in the table header.
    2. Click Delete.

    Click the header check box

    Note: The check boxes of each Batch Template in the list are automatically selected when the header selection box is selected. The Default and any Suspended Batch Templates cannot be deleted.

  8. Click Back to return to the previous page.