How to delete an invoice?

How to delete an invoice once it's been cancelled.

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Director and above

Previous steps: How to cancel an invoice?

If you've cancelled an invoice, and now wish to delete it - you can do so by following the below steps.


  1. Open the Project >Financials > Invoices tab
    ​

  2. Open the cancelled invoice > click the ellipsis button at the top right > select Delete
    ​
    ​

  3. Click Delete on the confirmation pop-up

Note: Deleting the cancelled invoice also removes the linked cancel credit for that invoice, and deletion is tracked in the project audit located under the Project menu > Details > Audit
​

That's it! Now you can successfully delete any (cancelled) invoice.


Where to next?

Cancel or void an invoice

Reuse an invoice number

What other features does this relate to?

Project invoices

Did this answer your question?