Deleting an Invoice

Best Suited for:

• Back Office administrators
• Accounting and billing teams

Important Information:

• An invoice can only be deleted if no payments have been received toward it
• Deleting an invoice is the first step if you need to remove an entire workflow thread
• Once the invoice is deleted it will be permanently deleted
  • There is not a way to restore a deleted invoice

Strategic Workflow:

• Navigate to the View Invoice screen
• Confirm there are no payments applied

Step-by-Step Instruction:

1. Go to Accounting > View Invoice
2. View the invoice you want to delete
3. Confirm there are no payments applied
4. Click Delete in the top-right corner