If you haven’t sent the invoice to your customer, or you would rather not raise a credit note, then you can follow the steps below to delete the invoice. Please note that an invoice cannot be recovered once it’s been deleted.
For information on editing an invoice, please see this article.
1. Find the invoice
Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.
Select the relevant invoice from the list.
2. Mark the invoice back to draft status
Before you can delete the invoice, it must be in draft status.
To mark an invoice back to draft status, select ‘Make Draft’ above the invoice template. If the invoice has been marked as paid, you’ll need to remove the payment link first.
3. Delete the invoice
Once the invoice is in draft status, select ‘Delete’ in the top-right to remove the invoice from your account.
Select ‘OK’ in the pop-up window to complete the process.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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