Deleting an Invoice

In this article:

• Deleting a Finalized Invoice
• Unable to Delete an Invoice
• Undoing a Draft Invoice

If, for some reason, you need to delete an invoice that has already been created, Legal Accounting makes it possible.

Deleting a Finalized Invoice

There are few ways to delete an invoice, most common ways are as follows:

Option 1: From the Client Ledger

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

Option 2: From the Billings Journal

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

Unable to Delete an Invoice

If the trashcan icon is missing and you cannot delete the invoice or bill, it's probably because of one of these reasons:

• Old Invoice: The invoice came from a different system, and those invoices can't be deleted.
• Payments Applied: Payments have already been made on the invoice after it was finalized. You'll need to remove those payments first before deleting the invoice.
• Currently on Draft: The invoice is still in the "Review Charges" or "Release" stage (it's a pre-bill). Undo the draft.
• Later Bill Created: Another invoice has been created after the one you're trying to delete.
• Closed Accounting Periods: The time period (for accounting, GST/HST, or PST) that the invoice falls into is closed.
• Trust Safety Feature: The Trust Safety has been ran or previewed. (only applicable in Alberta firms)
• Accounting Entry Restriction: The system settings prevent accounting entries on or after the invoice date.

Undoing a Draft Invoice

If you have an invoice in the Review Charges tab and would like to undo/delete this draft invoice, please follow these steps:

1. Navigate to Billing > Review Charges
2. Select the invoice by clicking the checkbox to the left of the invoice
3. Click the Action field at the bottom left of the screen to select the action "Undo Draft"
4. Click Process