Deleting invoices

How to delete an invoice. 

When necessary, you can delete invoices and invoice lines in a user's account.

Delete an invoice 

  Warning: You should never delete an invoice because it changes the sequential numbering of your invoices. Instead, you should cancel the invoice or refund it by raising a credit note. Deleted invoices cannot be retrieved.

  1. If the side menu is not visible, click .

  2. In the side menu, click Finance, then click Invoices.

  3. At the end of the invoice you want to archive, click . A pop-out menu is displayed.

  4. On either pop-out menu, click Delete Invoice. A warning message is displayed.

  5. Click Yes.

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Deleting an invoice
 

Deleting invoice lines

How to delete a line from an invoice.
 
  You can only delete an invoice line if the invoice wasn't paid. 

If you click  in the invoice row, you will open a non-editable view of the invoice.‌

  1. If the side menu is not visible, click .

  2. In the side menu, click Finance, then click Invoices.

  3. In the list of invoices, locate the invoice you want to edit, then click the invoice number or the name next to it. The invoice is opened in edit mode.

  4. At the end of the line you want to remove, click .

  5. From the More options drop-down list, select Delete.

  6. Click Continue to confirm.

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How to edit the line item of an invoice
 
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Deleting the line item of an invoice
 
 
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