Use the Invoices window to delete an invoice.

You cannot delete an invoice in the following cases:

The invoice is dated prior to today.

The invoice has any payments or credits applied to it (prepayments are the exception).

Any credits generated by the invoice have been applied elsewhere.

The invoice has any interest applied to it.

Once you delete an invoice it cannot be undone, but deleted data can be viewed in the Audit/Admin data exports.

To delete an invoice
* indicates a required field (other fields are optional)

Navigate to Accounts Receivable > Invoices. Or click the Invoices toolbar button.
The Invoices window opens and all invoices created today are listed.
(invoices can also be deleted from the customer account)

From the Invoice home form list, select the invoice to delete and then click Delete.
The Delete Invoice/Payment window opens.

In order to delete the invoice, the associated immediate payment must be deleted too (this is to prevent any potential conflicts with TLOG).

Click Yes to delete both the invoice and the payment.
The Delete Invoice/Payment window closes and the Delete Invoice window opens.

Click No to cancel the deletion.
The Delete Invoice/Payment window closes.

Specify the reason* for deleting the invoice.
Click OK to confirm the deletion. The invoice and the payment are deleted immediately.
- or -
Click Cancel to cancel the deletion.