Summary
Resolution
What you need to know
You can only delete or edit invoices when they are not paid and are not included on a VAT Return.
Once deleted the invoice status shows as Void and you won't be able to recover the invoice. For auditing purposes, you can't re-use the invoice number.
To delete a paid invoice, remove the link between the payment and the invoice. The invoice is Unpaid, and you can then delete.
- From Banking, select the bank account your customer paid into.
- From the Activity tab, open the payment used to pay the invoice.
- Clear the check box next to the relevant invoice and Save.
- Choose Yes to save the payment as a payment on account.
The invoice status now shows as Unpaid. You can now delete the invoice.
Delete an invoice paid with a credit note >
When you create a credit note and allocate it to an invoice, the invoice becomes Paid. You must unallocate the credit note from the invoice before you can delete it.
- From Contacts, select the required customer.
- Open the relevant customer allocation transaction from the Activity tab.
- Clear the check boxes for both the invoice and the credit note and adjust amounts if needed.
- Select Save.
The invoice status now shows as Unpaid. You can now delete the invoice.
Delete an invoice included on a draft VAT Return >
If you've only created the VAT Return and not yet submitted to Revenue, delete the draft VAT Return first.
- From Reports, choose VAT Returns.
- Select the Delete icon next to the draft VAT Return.
You can now delete the invoice.
Delete an invoice included on a submitted VAT Return >
Once you've included an invoice on a VAT Return you can't edit or delete it. Reverse the invoice by creating a credit note.
- Create a credit note from the invoice. From Sales, select Sales invoices.
- Open the relevant invoice, then select Add credit note.
- If required, enter a reference. For example, Invoice reversal.
- Enter any notes and Save.
- You can now create a new invoice if required.
The credit note will appear on the next VAT Return, and your VAT liability adjusted.
NOTE: On the cash basis scheme, it's the payment, not the invoice, included on the VAT Return. Remove the payment from the invoice and delete, if necessary.
Delete an invoice
NOTE: Once you delete/void an invoice, you can't get it back and would need to enter a new invoice instead.
- From Sales, choose Sales Invoices.
- Select the check box next to the relevant invoice.
- Select Delete from the toolbar.
- Enter the reason for deleting the invoice.
- Choose Yes.
TIP: If you need to see what was on the voided invoice, you can view it within the Audit Trail report.