When you delete a document, the document is permanently deleted, the payment transaction history is removed from your report totals and customer balances, and your customer can no longer pay the invoice.
While it’s not a regular task, at some point you might end up needing to delete a document. Because deleted documents are not recoverable, it’s always good practice to double-check to make sure that you no longer need the document and are okay with deleting it forever.
It’s important to note that deleted documents do not free up document quotas. If you are on any plan that doesn't include unlimited quotas, each document you delete counts towards your quota limit. If you are deleting a document because of a mistake, consider repurposing your document by editing it.
The following steps walk you through how to delete an invoice — the steps below are similar for all of your document types. Please note that deleted documents are not recoverable.
iOS
- Tap Invoices and find the invoice you would like to delete
- Swipe from right to left on the invoice to expose the delete button
- Tap Delete
- Tap Delete again to confirm you would like to delete the invoice
- If you would like to bulk delete invoices, tap the symbol of a checkmark within a box in the top right corner, tap the invoices you would like to delete, and then tap Delete in the bottom right corner
Android
- Tap Invoices and find the invoice you would like to delete
- Swipe from right to left on the invoice to delete it
- After you delete your invoice, a notification will appear at the bottom of the screen for a few seconds giving you the option to undo your delete. If you tap Undo, the invoice will reappear.
- If you are trying to delete a recurring invoice, you will be asked to confirm whether or not you want to proceed. If you still would like to proceed, your recurring invoice schedule will be canceled for that invoice.
- If you would like to bulk delete invoices, tap the symbol of a checkmark within a box in the top right corner, tap the invoices you would like to delete, and then tap Delete in the bottom right corner.
Web
- Click on Invoices and find the invoice you would like to delete
- Click on the caret 'v' arrow to the right of the invoice line
- Click on Delete
- Click on Delete again to confirm you would like to delete the invoice
- If you would like to bulk delete invoices, you can check the boxes to the left of the invoices and click on Delete at the bottom of the screen.