Delete an invoice

Learn how to permanently remove a draft invoice that is no longer needed.

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.

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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.

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To delete an invoice

1. Go to Billing → Invoices.

2. Open the invoice (Actions → View, or click the invoice number).

1. Ensure the invoice is in Draft status. If it is finalized, you must revert it to Draft before deleting it (see Revert an invoice to Draft).

2. 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.

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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).

1. Click Actions → Revert to draft.

1. Once reverted, follow the steps under To delete an invoice.

Note: 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.

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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.

1. 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.

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FAQs

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.