How To Delete an Invoice

Topic

Today we will learn how to delete an invoice and what scenarios we should do this in.

Notes

1. First, Deleting an invoice is only something we advise if you are not connected to an accounting software, and need to complete remove a new/recent invoice. This is because if you delete an invoice when connect to an accounting software it may create errors in the number sequence in Tradify. in this case we recommend canceling an invoice instead.

2. Invoice numbers that are deleted will be reused by the Tradify system. This means the next invoice you create may be assigned a previously deleted number rather than the next number in the sequence. If you have deleted several invoices, your invoice numbers may appear to jump around until all the deleted numbers have been filled. After that, the numbering will continue from where it was before.

3. If you want to keep your invoice numbers in order, consider cancelling an invoice instead of deleting it. Cancelled invoices keep their number, so there are no gaps or jumps in the sequence.

4. You cannot delete a paid invoice, you would have to remove any payment first. (See the end for more on this)

Instructions

To get started;

1. Head to Invoices > Select the invoice you want to delete
2. Select Options  > Reset to Draft
3. Select Options  > Delete Invoice OR click the bin Icon to the right of options.
   
   
4. Select Yes to confirm

Additional Information

For more info on invoices see here: How To Reset an Invoice to Unpaid