How to delete an invoice?
Go to the Finance section → Outgoing invoices.
Find the required invoice (use filters or enter the invoice number in the search field).
Use the action button and click on Delete (Fig. 1).
(Fig. 1)
Who can delete an invoice?
Deleting an already issued invoice can only be done by users with the role CFO or Admin.
When can't you delete an invoice?
Invoice on a closed project – cannot be deleted.
Paid proforma invoice with a related payment receipt (and, if applicable, a related final/billing invoice) – the proforma cannot be deleted until the related documents are removed first, in this order:
Delete the final/billing invoice (if one exists)
Delete the payment receipt
Now the proforma invoice can be deleted
What will happen to the original number of the deleted invoice?
This invoice number can be used for the next invoice. Allfred will offer you the next possible number when creating a new invoice. If you deleted the older invoice, Allfred will suggest the original number for the next invoice. You can edit the invoice number manually by clicking in the field, but the number must match the format set in workspace settings. (Fig. 2)
(Fig. 2)
If the invoice was already sent to the client
If the invoice you want to delete has already been sent to the client, deleting it does not undo the fact that the client already has a document with that number. In this situation:
Do not reuse the same number for a different invoice content/amount, as this would create a mismatch between what the client received and what's in your system.
If you need to correct an error on an invoice that was already sent, consider whether a credit note or a corrected reissue with a clear reference to the original number is more appropriate, rather than deleting and renumbering.
(For general guidance on when an invoice's number can or cannot be changed, see How to edit invoice number?.)
Gaps in the invoice number sequence
If an invoice is deleted before it was ever sent to the client, the resulting gap in the numbering sequence is not an accounting or legal issue. What matters is that invoices which were actually issued and sent to clients have correct, consistent numbers - not that the number sequence itself is free of gaps.
How to edit an invoice number?
You can also edit an invoice number without deleting the invoice — either directly in the invoicing process or via the Actions menu (Edit Invoice Number). In Advanced Options, you can also set the number to be used for the next created invoice, which is useful when you've deleted multiple invoices and need to realign the numbering.
👉 For full details on when invoice numbers can and cannot be edited, see: How to edit invoice number?