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 applied against it
• Deleting an invoice is the first step if you need to remove an entire workflow thread, if there are no payments attached
• Once the invoice is deleted it will be permanently deleted
  • There is not a way to restore a deleted invoice
• The job is able to be re-invoiced
• If syncing with QuickBooks, deleting an invoice in Service Fusion does not delete the invoice in QuickBooks
  • Manually delete the invoice in QuickBooks

Step-by-Step Instruction:

1. Go to Accounting > All Invoices
2. Beside the invoice, click View, to open "view mode" on the invoice you want to delete
3. Confirm there are no payments applied
4. Click Delete in the top-right corner

5. There will be a warning pop-up "Are you sure that you want to delete this invoice?" select Yes
6. The next pop-up will be "Invoice Successfully Deleted" press Ok