There is often confusion between "Voided" and "Deleted" invoices. While voided invoices can be easily recovered using the Clone feature, deleted invoices are permanently removed from the active database and must be manually recreated.
Understanding the Difference
Action | Can it be recovered? | Recovery Method |
Voiding | Yes | Use the Clone feature. |
Deleting | No | Manual Recreation. |
Recovering a Voided Invoice
If an invoice has been voided, do not start from scratch. Use the system's built-in cloning tool:
Navigate to your Invoicing section.
Locate the voided invoice in your list.
Click the Clone button.
Note: The system automatically generates a new invoice number by appending "-C1" to the original number (e.g., #23456-C1).
Review the details, make any necessary edits, and save.
Handling a Deleted Invoice
When an invoice is deleted by mistake, it cannot be "un-deleted" or cloned. Follow these steps to resolve the issue:
View Original Details
Even after the invoice is deleted, you can still view the original invoice details by enabling the "Show Deleted" option in the invoice filters dialog.
Manual Recreation
The user must click the "+" (Add) button on the invoice page to create a completely new record. You must now retype in all the data from the deleted invoice.QuickBooks Users:
Once the invoice is manually recreated and saved, it will sync to QuickBooks like any other standard invoice.
Pro CRO Tip:
Prevention: Encourage associates to Void invoices rather than Delete them if there is any chance they may need to reference the data later.
If you need any more help, you can always reach out to customer service