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Delete an invoice when it should be permanently removed from working lists and reports. Deletion can be used for a draft that should be abandoned or for a posted invoice that should not remain available as a voided record.
Deletion cannot be undone. If the invoice should remain visible for audit or might need to return to use, void it instead.

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Delete from the Invoice List

  1. Open Financials → Event Financials, or open an event and select Financials.
  2. Find the invoice and verify its number, Type, Event, Payee, Status, and Amount.
  3. Select the invoice’s checkbox. You may select more than one invoice when every selected record should be deleted.
  4. Select Actions → Mark As → Delete….
Event Financials with invoice INV-812566-261 selected and the search field set to IMG 07. The open Actions and Mark As menus show Paid, disabled Owed, Void, and the red Delete… option while the selected Owed invoice remains visible for a final target check.

With INV-812566-261 selected in Event Financials, the Actions → Mark As submenu exposes Delete… separately from the available status changes.

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Confirm the Irreversible Action

The Delete Invoices dialog states how many invoices will be permanently removed together with their payment history. Check the count, then select Delete Invoices. Select Cancel to keep the records.
Delete Invoices confirmation dialog over Event Financials, stating that it will permanently remove 1 invoice and its payment history from listings and reports, with a This cannot be undone warning and Delete Invoices and Cancel controls.

The unconfirmed Delete Invoices dialog warns that the one selected invoice and its payment history will be permanently removed; Cancel or the close control leaves the invoice unchanged.

These screenshots stop before confirmation, so fixture invoice INV-812566-261 is not deleted in the example. Deleting a posted invoice reverses both its incurred and payment activity. The row disappears from all invoice listings and reports, and there is no Restore action. After deletion:
  • confirm the row no longer appears when searching for its invoice number;
  • check the affected event and company totals;
  • check reserves when the invoice used a Loss/Recovery type; and
  • if you are removing financial activity that blocked an event, policy, or payee deletion, retry that record deletion only after every blocker has been cleared.
The financial journal retains the deletion action even though the invoice is gone from working surfaces. The Journal explains that audit record.