How do I Delete or Void an Approved Invoice?

  • Updated
Only Invoices that are Drafts or Pending Approval can be deleted if your firm does not allow editing of Approved Invoices. To make changes to an Approved Invoice it must be Voided.
Deleting or Voiding an invoice moves the activity back into an unbilled status where it can then be invoiced again with a new invoice number.

Please see Pre-Billing settings for more information.
  1. Navigate to the Accounting section and locate the Invoice you'd like to Delete or Void under the Invoices & Payments tab.

  2. Click the kebab icon at the far right and select Delete or Void from the menu.

  1. Select an Invoice No to view the Invoice Details.

  2. Click on Actions, located in the top right below and select Delete or Void from the drop down menu.


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