Delete Invoices

Wait! Does the invoice you need to delete have an unpaid balance? If so, you must close the invoice before you delete it. Closing an invoice removes the unpaid balance from your records. See Close Invoices for instructions.

  1. From the menu to the left, click Accounting.
  2. Click Invoices. The Invoices page opens.
  3. Click the invoice to remove. The invoice details open.
  4. Click More and select Delete.
  5. At the Are You Sure prompt, click Yes.
  6. If payments have been applied to this invoice, the What Would You Like to Do with the Payments on This Invoice message displays. 
    1. Click Delete to delete the payments with the invoice.
    2. Click Credit to create an account credit for the payer.