How Do I Delete or Void an Approved Invoice?

How Do I Delete or Void an Approved Invoice?

If your firm does not allow editing of Approved Invoices, only Invoices that are Drafts or Pending Approval can be deleted. If you need to make changes to an Approved Invoice it must be Voided.

Deleting or Voiding an invoice will move the activity back into an unbilled status and it can then be invoiced again with a new invoice number.

Please see the Help Article "
Setting Up Pre-Billing (a.k.a. Draft Invoicing)" for more information on Pre-Billing settings.



From the Invoice Grid:
1. Find the Invoice you'd like to Delete or Void.
2. Click the button and select Delete or Void.




From the Invoice Details page:
1. Go to the Invoice Details page of the Invoice you'd like to void.
2. Click on the Actions button, located in the top left corner below the Invoice Number.
3. Select Delete or Void.






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