# Delete an invoice > Learn how to permanently remove a draft invoice that is no longer needed. Source: https://support.caspen.com/billing/invoices/delete-an-invoice Documentation index: https://support.caspen.com/llms.txt ## Overview You can delete invoices that are in **Draft** status.\ Deleting an invoice permanently removes it from your records and **cannot be undone**. If the invoice is linked to a calendar event (such as an appointment or activity), deleting it will unlink it and remove it from that event.\ Once deleted, you can create and attach a new invoice if needed. --- ## Before you delete an invoice - Only **Draft** invoices can be deleted. - Once deleted, an invoice **cannot be recovered**. - If an invoice is Finalized (Open or Paid), you must first **revert it** **to Draft** before deleting. - Deleting invoices is permanent and should only be used for records created in error or during testing. - For issued invoices that need to be canceled, see [Void an invoice](https://support.caspen.com/billing/invoices/void-an-invoice). --- ## To delete an invoice 1. Go to **Billing** → **Invoices**. 2. Open the invoice (**Actions** → **View**, or click the invoice number).

3. Ensure the invoice is in Draft status. If it has a status of finalized, you must revert it to Draft before deleting it (see Revert an invoice to Draft). 4. Click **Actions → Delete invoice**.

**What happens after you delete an invoice** - The invoice is permanently removed from your billing records. - If linked to a calendar event, it will be unlinked and removed from the event details. - You can create a new invoice for the event or client if required. --- ## Revert an invoice to Draft If an invoice is finalized, you can revert it to Draft before deleting it. 1. Go to **Billing** → **Invoices** and open the invoice (**Actions** → **View**, or click the invoice number).

2. Click **Actions → Revert to draft**.

3. Once reverted, follow the steps under **To delete an invoice**. > **Info:** > > If the invoice has payments or credit notes applied, you will need to unlink or void those transactions first before reverting. This ensures your financial records and reports remain accurate. --- ## Handling linked payments and credit notes If the invoice has payments or credit notes applied, remove or void them before reverting an invoice to Draft. #### Payments 1. Click the **payment allocation link** on the invoice.

2. Select **Delete** to unlink the payment.

You can then locate the payment record separately and choose to **refund, void, or reapply** it to another invoice if needed. #### Credit notes If a credit note is attached, it must be **voided** before the invoice can be reverted or deleted. 1. Open the credit note by clicking the **credit note number**. 2. Click on **Actions** (top-right) → **Void credit note**, and confirm. --- ## Frequently asked questions

Can I delete a finalized invoice?

No. Only invoices in **Draft** status can be deleted.\ Your options include reverting the invoice to **Draft** (as outlined above) or voiding it instead. See **Void an invoice** guide.

What happens if I delete an invoice linked to a calendar event?

The invoice is unlinked and removed from the event. You’ll be able to add a new invoice to the event if needed.

Can I recover a deleted invoice?

No. Deleted invoices are permanently removed and cannot be restored.