You may occasionally create a private or 3rd party invoice by mistake. If this happens, you can delete the invoice to ensure your billing records remain accurate.

The steps to delete an invoice depend on whether the invoice is unpaid or already paid.

Deleting Unpaid Invoices

If the invoice has not been paid and settled:

Open the invoice you want to delete.

Change the Billing Status to 'D | Deleted Bill'.

Click 'Save' at the bottom of the invoice.

The invoice will then be removed from your billing records.

Deleting Paid Invoices

If the invoice has already been paid and settled, you’ll need to refund the payment before deleting the invoice. This ensures that no payments remain linked to a deleted invoice.

To refund a payment, begin by opening the invoice and selecting 'Add Payment'. 

In the 'Refund Payment' section, enter the refund amount and choose the refund method.

Click 'Save' or 'Save & Settle' to complete the refund.

Once the refund has been processed, follow the steps in 'Deleting Unpaid Invoices' to change the Billing Status to 'D | Deleted Bill' and save.

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