Delete Name Invoice For Free

You can delete an invoice but it depends on your role, who posted it, and its status. Deleting an invoice is restricted to make sure invoicing can be audited and verified.

Generally speaking, invoice should never be deleted. If an occurrence arises that requires the invoice to be cancelled or amended, issuing a credit note is usually enough. A credit note allows you to cancel an invoice officially, and legally. What is a credit note?

You lose valuable information. If you write off an invoice for a customer due to bad debt, you will want to retain this information so you don't sell to that customer on credit again. If you delete the invoice, you will lose this information.

What happens now? After deleting an invoice, all your time entries, expenses, and fees for flat rate cases will go back into the billable amount for the case. Important: If an invoice has a payment applied to it, deleting the invoice will not delete the payment automatically.

Alternatively, you can click on the invoice and, in the Actions menu, select Delete Invoice. An invoice deleted in error can be restored by the AP User role. The invoice can have been deleted by any role - only the AP User however may restore the invoice to an active state.

After a posted sales invoice has been partially or fully paid, you cannot correct or cancel it from the posted sales invoice itself. Instead, you must manually create a sales credit memo to void the sale and reimburse the customer, optionally managed with a sales return order.

Generally, it is legal to amend an invoice that is missing information or includes an error. However, you should never delete an invoice if this happens. It is important for auditing reasons that you hold onto records, even if they are incomplete or incorrect.

If there is a mistake, incorrect or wrong entry in the e-invoice, it cannot be edited or corrected. The only option is to cancel that invoice/IRN and upload a new invoice (with a new number) and generate a fresh IRN.