When deleting an invoice, InformerOnline makes a distinction between invoices that have not yet been sent, those with the status Draft, and invoices that have already been sent and therefore have been assigned an invoice number.
Deleting sales invoices
Deleting a draft invoice
A draft invoice can be completely removed without leaving any trace. This is possible because the draft has not yet been processed in the accounting system. Once deleted, the invoice will also disappear entirely from your invoice overview.
To delete a draft invoice, follow the steps below:
Navigate to Sales in the left-hand menu;
Choose Sales invoices;
Check the box next to the invoice(s) you want to delete;
Choose Select an action and click Delete;
The selected invoice(s) will appear in the popup;
Click Delete. The invoices will be permanently removed.
Deleting a sent invoice
A sent invoice has been assigned an invoice number.
Following the same steps as above, you can also delete sent invoices. However, these invoices will remain visible in the invoice overview, with their status changed to Deleted.
It's important to note that once an invoice is deleted, it cannot be recovered.
Crediting a sent invoice
Instead of deleting a sent invoice, you can opt to credit it. Instructions on how to issue a credit note can be found in the help article: How do I create a credit note?
A paid invoice cannot be deleted or credited. If you still wish to delete or credit a paid invoice, you must first unlink the payment. Instructions for doing so can be found in the help article: How do I unlink a bank transaction?