Can I delete an invoice?

It isn’t possible to delete an invoice, whether it’s paid or unpaid. However, you can mark it as cancelled in just a few simple steps.

How do I cancel an invoice?

1. Open the client record and go to the Invoicing tab.
   
2. Locate the invoice you want to cancel.
3. From the actions menu, select Mark as cancelled.
4. Choose a cancellation reason, or select Other to enter a custom reason.
   

Once an invoice is cancelled

1. The invoice is marked as cancelled in the client record.
   
2. Any related financial entries are removed from the financial totals.
   
3. The invoice remains available for reference purposes, including tax or audit reviews.
   

Where can I find a cancelled invoice?

In the client record

1. Go to the Invoicing tab.
2. Check the invoice status in the last column.
3. Click the cancelled invoice to view the cancellation reason.
   

In the Finances section

1. Go to Finances > Invoicing.
2. Use the Status filter, select Cancelled, and click Apply.
   
3. All cancelled invoices will appear in the list.

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