How can I delete or cancel an invoice?

The last invoice created can be permanently deleted by clicking the three vertical dots.

However, usually, once a new invoice is finalised, it cannot be entirely deleted, but cancellation is possible, accompanied by an automatic creation of a credit memo for the same amount. To cancel an invoice, proceed as follows:

1. Navigate to 'Invoices' in the left-hand menu.
2. Click the 'Cancel' button in the relevant invoice line, triggering the automatic creation of a credit memo.
3. Fill in the details for the credit memo.
4. Click 'Done.'

Note that the invoice's status will be labelled as 'cancelled' in Business Finance Assistant, and it will be visible on your 'cancelled' invoices page. If you wish, you can send a copy of the credit memo to your customer by clicking the envelope icon.

If the invoice has already been linked or 'matched' to a bank deposit in your account, its status will automatically be marked as 'Paid.' To 'undo' an incorrectly matched invoice, follow these steps:

1. Go to 'Bank Transactions.'
2. Select the relevant bank account.
3. Locate the transaction that has been incorrectly matched.
4. Remove any attached document by clicking on the X, so that the invoice is no longer linked to the transaction.

If 'draft mode for Sales and Purchase documents' is enabled in Company Settings, you need to finalise the draft credit memo: How to finalise a draft credit memo