Use the Invoices window to delete an invoice.
You cannot delete an invoice in the following cases:
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 window opens.
Tips
If the invoice you want to delete does not appear in the list, click New Search and change the criteria.
Deleted invoice information can be viewed in the Audit/Admin data export for Deleted Invoices.
Note
If the Delete button is not available, the invoice is in use cannot be deleted.
If the invoice has credits applied, you will be prompted to unapply them before deleting the invoice.
Specify
the reason* for deleting the
invoice.
Click OK to confirm the deletion.
The invoice is deleted immediately.
- or -
Click Cancel to cancel the deletion.