Invoices can't just be deleted as invoice numbers need to remain unique, chronological and sequential. Do you want to delete an invoice anyway? You can, but the steps you need to follow depend on the status of your invoice. Here's how you can do it.
Deleting draft invoices
If you're still working on an invoice and it's in draft status, you can easily delete it:
- Open the draft invoice.
- Click on the three dots in the top right corner.
- Select Delete.
As long as the invoice doesn't have a final invoice number yet, you can always delete it.
Deleting finalised invoices
Once an invoice is finalised, your options for deletion are more limited. The approach will depend on which invoice you want to delete.
Most recently finalised invoice
Do you want to delete your most recent invoice? That's simple:
- Open the invoice.
- Click on the three dots in the top right corner.
- Select Return to Draft.
Then, delete the invoice as described above.
Older finalised invoices
To delete an older finalised invoice, you first need to reopen all subsequent invoices:
- Open the most recent invoice and revert it back to draft status as explained above.
- Repeat this for all invoices created after the one you wish to delete.
- Once the desired invoice is in draft status, you can delete it.
- Finalise all other invoices again.
Note: Reopening invoices may cause invoice numbers to shift when you delete an invoice and finalise the others again. If invoices have already been sent to your clients or accountant, it's wise to create a credit note to avoid any mistakes. A credit note is a quicker and more accurate solution in such cases.
Deleting Peppol invoices
If an invoice has been sent via Peppol, you can't easily revert it to draft status. In this case, you'll need to work with a credit note. Simply create a credit note to bring the amount of the original invoice back to zero.
By following these steps, you can manage invoices properly and keep your records in order!