Deleting an invoice

In this article, you'll learn how to delete an invoice on the web and in the phone app. Use it for an invoice raised by mistake or a duplicate, so it stops cluttering your lists.

To open your invoices:

  1. In the menu, click Invoices.
Note: Invoices only shows in the menu for team members who are allowed to see financial data. If you don't see it, ask an admin about your permissions.

Before you delete an invoice

Deleting is for invoices that shouldn't exist. Check these first:

  • You can't delete an invoice that has a payment on it. You'll see "This invoice has payments on it. Refund or remove them first." Sort out the payment, then try again.
  • There's no undo. The invoice is voided and comes off your lists, and nothing brings it back. If you might need it later, keep it.
  • Its number stays used. If you delete INV-1042, the next invoice is still INV-1043. A number is never given out twice.
  • The job isn't touched. The job, its items and its payments stay as they were. If you raise a new invoice from the job later, it gets a fresh number.
  • If the invoice had been readied for an online card payment, that pending card charge is cancelled along with it.
Warning: Make sure you've got the right invoice before you confirm. Once it's deleted, it's gone.

Delete an invoice from its page

  1. Open the invoice.
  2. In the row of buttons under the summary card, click Delete.
  3. A box asks "Delete" followed by the invoice number. Click Yes, delete, or Cancel to keep it.

This takes you back to your Invoices list. If the invoice can't be deleted, the reason shows in red under the buttons and nothing changes.

Finding Delete on an invoice's page

Delete several invoices from the Invoices list

  1. In the menu, click Invoices.
  2. Tick the box next to each invoice you want to delete. To pick every invoice on the page, tick the box in the header row.
  3. In the bar above the table that says how many invoices are selected, click Delete.
  4. A box asks "Delete" and the number of invoices you picked. It reminds you that the number stays on record and that an invoice with payments can't be deleted. Click Yes, delete to go ahead.

When it's done, a yellow line at the top of the table says how it went, for example "Delete: 2 of 3 done." It names any invoice that couldn't be deleted and says why, and that invoice stays on the list.

Selecting invoices on the Invoices list and finding Delete

Delete an invoice in the phone app

  1. Open the menu and tap Invoices. The list shows invoices and estimates together, so tap the Invoices pill or use the search box to find yours.
  2. Tap the invoice. It opens on its own page, titled with its number.
  3. Tap the three dots in the top right corner.
  4. Tap Delete invoice.
  5. When it asks "Are you sure that you want to delete this invoice?", tap Yes, delete.

The invoice closes and your list refreshes. If it has payments on it, you'll see the same message as on the web in red on the invoice, and nothing is deleted.

Note: On a phone-sized browser window, the web works the same way as the app: the three dots on the invoice open a menu with Delete invoice.
Tip: If only the amount or the items are wrong, you don't need to delete anything. Fix the invoice and send it again.

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