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 If you have payments applied to an invoice, it will not let you delete that invoice until the payments are also deleted. This is to prevent monies already receipted from being un-receipted and changing the client’s account balance incorrectly. Note: You should only delete receipts if you can confirm that no funds were actually received by the firm.

 

To delete an Invoice:   

  1. Go to the Invoice Register and choose your invoice record. 

  2. Click on the Invoice Number to open the invoice

  3. Select the red 'Delete Invoice' button

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  4. Read the warning - If the Invoice has been posted to the external accounting system then you need to delete it from there as well. Once read and actioned, you can press the delete button.

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