How do I delete an invoice?

In order to delete a transaction, open the Transactions page from the Financials menu.

Find the needed transaction, click three dots and choose to delete it:

You can also click anywhere on the transaction you would like to delete to open its details:

Choose the "Delete" option from the Actions menu located in the upper right corner of the page. Press the "Confirm" button to delete the invoice:

Note! This action cannot be undone. Make sure you delete the correct transaction, as you will not be able to restore it.

If you would like to delete multiple invoices at once, open the Transactions/Revenues/Expenses pages and click on Money In or Money Out (depending on whether the invoices you wish to remove belong to income or expenses).

Select the Bulk change option from the drop-down.

Now, you're welcome to select the Payer/Payee and the Lease in the corresponding fields and place a checkmark on the invoices, which have to be deleted. Once you're ready with that, click on Actions > Delete. Confirm your action in the next window that shows up.

You can delete income, expense, and liability invoices that were marked as paid manually with the following statuses:

You cannot delete income, expense, and liability invoices that were paid online with the following online statuses:

With a canceled online status, you can delete income and liability invoices, but you cannot delete expense invoices.

You can also use the quick actions menu to delete an invoice or several invoices at once. Simply check the checkbox next to the desired invoice, select the “Delete” option from the floating toolbar, and confirm the action.