Help Center

Deleting an Invoice

This guide explains when and how invoices can be deleted or undone, why the delete option may be unavailable, and what steps to take to resolve common issues.

 

Overview

There are two types of invoices you may encounter:

  • Finalized invoices – fully posted and released
  • Draft invoices (Pre-bills) – still in Review Charges or Release Invoice

The steps depend on the invoice status.

 

Deleting a Finalized Invoice

Finalized invoices can be deleted only if system conditions allow it.

 

Option 1: Delete from the Client Ledger

  1. Generate the Client Ledger report for the file
  2. Locate the invoice (INV)
  3. Click the trashcan icon next to the invoice

Option 2: Delete from the Billings Journal (Recommended for Multiple Invoices)

  1. Generate the Billings Journal report
  2. Locate the invoice (INV)
  3. Click the trashcan icon on each invoice you want to delete.

NOTE:  Deleted invoices cannot be recovered.

 

Unable to Delete an Invoice? Here’s Why

If the trashcan icon is missing, one or more of the following conditions applies:

Reason What It Means What To Do
Old invoice Invoice was imported from another system Cannot be deleted, can be adjusted.
Payments applied Payments were applied after the invoice was finalized Remove payments first
Still a draft Invoice is in Review Charges or Release Undo the draft first
Later invoice exists A newer invoice was created Delete newer invoice first
Closed period Accounting or tax period is closed Period must be reopened
Trust Safety run Trust Safety preview or run occurred (AB firms) Delete the preview
Accounting restriction System prevents entries after invoice date Review system settings

NOTE:  If a trust transfer was created during billing, the transfer must also be deleted. Otherwise, it will be an unallocated receipt and moved to operating retainer.

 

Undoing a Draft Invoice (Pre-Bill)

If the invoice has not been finalized, you can undo it safely.

  1. Go to Billing > Review Charges
  2. Select the invoice using the checkbox
  3. In the Action menu (bottom left), choose Undo Draft

  4. Click Process

    NOTE:  If the draft invoice is in the Release tab, move it back to Review Charges first then you can undo it.

Updated