Deleting an invoice

Follow these steps to delete an invoice:
  1. On the
    Overview
    screen, select a client tile to view the client profile. You can also search for a client then select the client tile from the search result.
  2. Select the
    Invoices
    tab.
  3. Select the tax year.
  4. A list of your client's invoices will appear here. Select the
    Menu
    icon.
  5. When the options appear, select
    Delete
    .
    The
    Delete
    button will be disabled if the invoice has already been marked as paid, in progress, or refunded.
  6. When the
    Delete Invoice
    window appears, select
    YES
    to delete the invoice, select
    NO
    to cancel deleting the invoice.

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