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Deleting Invoices

Learn when and how to delete invoices, understand deletion restrictions, and maintain proper audit trails.

🗑️ Deletion Rules by Status​

Different invoice statuses have different deletion policies:

StatusCan Delete?Conditions
Draft✅ YesAnytime, no restrictions
Finalized/Sent⚠️ LimitedAdmin only
Legal Compliance

Deleting invoices with payments can violate accounting regulations. Always use credit notes for paid invoices.

Deleting Draft Invoices​

Single Draft Deletion​

Draft invoices can be deleted freely:

  1. Go to Invoices page
  2. Filter by Draft status (optional)
  3. Find the draft invoice
  4. Click Actions menu (⋮)
  5. Select Delete
  6. Confirm deletion in the popup
  7. Invoice is permanently removed

Invoices List

Safe to Delete

Draft invoices haven't been sent to customers and don't affect accounting, so they're safe to delete.

Admin Deletion Process​

If deletion is absolutely necessary (admin only):

  1. Verify you have admin permissions
  2. Open the finalized invoice
  3. Click Actions → Delete
  4. System may show warning
  5. Enter deletion reason (required)
  6. Confirm deletion

Better Alternative: Cancel Invoice​

Instead of deleting finalized invoices, contact your administrator to handle the situation appropriately based on your business process.

Cannot Delete Invoices​

Invoices with Payments​

Reason: Deleting would break accounting records and payment tracking.

Solution: Void and Credit Note​

Deletion Permissions​

User Roles​

Admin/Owner:

  • Can delete draft invoices
  • Can delete finalized invoices (with restrictions)
  • Cannot delete paid invoices

Regular User:

  • Cannot delete draft invoices
  • Cannot delete finalized invoices
  • Cannot delete paid invoices

Common Error Messages:

"Insufficient permissions to delete invoice"

  • Solution: Request admin access or ask admin to delete

"Cannot delete paid invoice"

  • Solution: System policy prevents deletion, mark the invoice as use cancel

Next Steps​

Critical Reminder: Always use Void instead of Delete for invoices that have been sent to customers or have payments. This maintains legal compliance and proper audit trails.