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Managing an Invoice

Last updated 2026-10-02

For: Admin

  1. Go to Finance → Payments, then switch to the Invoices tab.

  2. Find the invoice in the list, then click the ⋮ menu at the end of its row.

    The Invoices list with a row's actions menu open, showing View Details, Make Payment, Cancel Invoice, and Delete Invoice

  3. Choose View Details to see its line items, summary, and payment history — and, from there, to Collect Payment, Cancel, or Delete it directly.

    An invoice's detail page with Collect Payment, Cancel, and Delete buttons

Cancel Invoice voids the invoice without removing its record:

The Cancel Invoice confirmation dialog

Delete Invoice removes it permanently, but only if it has no payments on it. In the confirmation, type the invoice number exactly as shown — the Delete Invoice button turns on once it matches — then click it. If you select several invoices and delete them together, type DELETE instead; invoices that already have payments are skipped.

💡 Tip — If an invoice already has a payment against it, reverse or delete the payment first before you can delete the invoice itself.