What you need to knowYou can only delete or edit invoices when they are not paid and are not included on a VAT return. Once deleted the invoice status shows as Void and you won't be able to recover the invoice. For auditing purposes, you can't re-use the invoice number. Delete a paid invoice > To delete a paid invoice, remove the link between the payment and the invoice. The invoice is Unpaid, and you can then delete. - From Banking, select the bank account your customer paid into.
- From the Activity tab, open the payment used to pay the invoice.
- Clear the check box next to the relevant invoice and Save.
- Choose Yes to save the payment as a payment on account.
The invoice status now shows as Unpaid. You can now delete the invoice. Delete an invoice paid with a credit note > When you create a credit note and allocate it to an invoice, the invoice becomes Paid. You must unallocate the credit note from the invoice before you can delete it. - From Contacts, select the required customer.
- Open the relevant customer allocation transaction from the Activity tab.
- Clear the check boxes for both the invoice and the credit note and adjust amounts if needed.
- Select Save.
The invoice status now shows as Unpaid. You can now delete the invoice. Delete an invoice included on a draft VAT return > If you've only created the VAT return and not yet submitted to HMRC, delete the draft VAT return first. - From Reports, choose VAT Returns.
- Select the Delete icon next to the draft VAT return.
You can now delete the invoice. Delete an invoice included on a submitted VAT return > Once you've included an invoice on a VAT return you can't edit or delete it. Reverse the invoice by creating a credit note. - Create a credit note from the invoice. From Sales, select Sales invoices.
- Open the relevant invoice, then select Add credit note.
- If required, enter a reference. For example, Invoice reversal.
- Enter any notes and Save.
- You can now create a new invoice if required.
The credit note will appear in the next VAT return, and your VAT liabilty adjusted.  NOTE: On the cash accounting scheme, it's the payment, not the invoice, included on the VAT return. Remove the payment from the invoice and delete, if necessary.
Delete an invoice NOTE: Once you delete/void an invoice, you can't get it back and would need to enter a new invoice instead. - From Sales, choose Sales Invoices.
- Select the check box next to the relevant invoice.
- Select Delete from the toolbar.
- Enter the reason for deleting the invoice.
- Choose Yes.
 TIP: If you need to see what was on the voided invoice, you can view it within the Audit Trail report. You can also print it but only as a line item.
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