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Deleting invoices

Delete voided invoices by discarding charges, ensuring no payments, services, or refunds remain.

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Written by Support
Updated this week

Overview

Deleting voided invoices involves discarding the associated charges. However, some invoices may not be eligible for deletion due to specific conditions.


Steps to Delete Voided Invoices

  • Access the Invoice

    • Navigate to the desired Invoice.

  • Discard Charges

    • Use the Discard Charges button to remove both the charges and the invoice.

    • If the button is available, clicking it will delete the charges and the invoice.

  • Troubleshooting Faded Button

    • If the Discard Charges button is faded, the invoice cannot be deleted. This could be due to:

      • Services or Products: Charges include services or products.

      • Refunds: Charges have been refunded.

      • Payments Applied: Charges have associated payments.


Making the Invoice Eligible for Deletion

  • Void all services or products in the charges or remove them.

  • Void any payments or refunds applied to the charges.

Retry

Once the above steps are completed, return to the invoice and use then Discard Charges button again.


Key Points

  • Button Status: Faded means the invoice cannot currently be discarded.

  • Void Services or Payments: Resolve associated services, products, refunds, or payments before attempting to delete.

  • Permanent Deletion: Ensure all necessary voids or removals are completed to delete both charges and invoices.

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