If you made an invoice or expense by mistake, or no longer need one, you can delete it. You can do this from the Financials module or from the File itself. Invoices and expenses use the same steps.

Delete From the Financials Module

1. Navigate to the Financials module.
2. Click the View by File tab.
3. Click the > to expand the File that has the invoice or expense you want to delete.
4. Click the three dots ⁝ on the invoice or expense row.
5. Select Delete.

Delete From the Files Dashboard

1. Expand the File that has the invoice or expense you want to delete.
2. Click Open File Details.
3. Select the Financials tab on the right-hand side.
4. Click the three dots ⁝ on the invoice or expense row.
5. Select Delete.

Tips & Tricks 💥

• Before you delete, check the record. Take extra care if payments were made. If you only need to fix a mistake, select Edit from the same three dots menu instead.
• Setting up an invoice template? You can assign the setup invoice to any File and recipient. Once you save it as a template, you can delete the setup invoice.
• Deleted an expense by mistake? You can add a new expense from Create New > Create Expense.

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