You can delete an invoice in three different ways.
Delete invoices in bulk via the list view
You can delete multiple invoices in one go via the bulk tool.
- From your WP Admin, head to the main Invoice list view.
- Select the invoice you want to delete by ticking the boxes at the far left of the screen.
- Select “Delete invoice(s)” from the Bulk action drop-down.
- Confirm your choice in the pop-up window.
Permanently delete from the individual invoice screen
You can delete an invoice forever, removing it from any CRM data.
- From your WP Admin, go to the Invoice area of the CRM.
- Click the invoice you want to delete.
- Under the Invoice Actions box on the right end of the screen, click the Delete permanently link.
- Confirm the deletion by clicking the Delete Invoice button on the following screen page.
Delete from the individual invoice screen
Select the invoices you wish to delete using the checkboxes next to the invoices.
- Go to the Invoice area of the CRM.
- Click the invoice you want to delete.
- From the Status dropdown field within the invoice, select “Deleted”.
- Save your changes.
The difference between the above deletion method and the Delete Permanently link is that you can reset the status of an invoice deleted formerly, while Delete Permanently removes it forever.