How to Delete an Invoice

Question: How do you delete an invoice?

Resolution: First, you need to pull up the invoice. To do so, go to Revenue > Invoice Selector and pull up the invoice by ID. Then, click on the invoice and click "select" to open the invoice. Once the invoice is open, you will see the options "New, Save, Search, and Delete" to the left of the Organization name. Click "Delete" to delete the invoice. Please note, you cannot delete an invoice if it has been posted or has a credit card payment applied. Also, this delete action cannot be undone.


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