c. How to Delete an Invoice

Want to delete a duplicate or get rid of an invoice which should have not been issued in the first place? Read on and we'll show you how.

Prerequisites to Delete an Invoice: Invoice is Pending Payment, Refunded, or Failed. A condition to delete an invoice is that it is pending payment with no transaction in progress, refunded, or failed. If your invoice is 'Paid', you will need to refund the invoice before you can delete it. 

If you have a direct debit transaction in progress (i.e. funds are en route from the parent bank account to your organization's bank account), you will need to wait until it is completed before you can refund the invoice, and then delete it.

Assuming you meet the above requirements, you can simply locate the invoice you want to delete on the Invoices tab and click the 3 vertical dots on the right hand side of the row, then choose Delete.

This can also be done in bulk if the right conditions are met.

You can find all deleted invoices by ticking the Show Deleted box in the search filters of the 'Invoices' tab.