How To Delete An Invoice

Topics covered in this tutorial:

• Locating an invoice to remove from the booking system.
• Deleting an invoice.

Tutorial Video Transcript

In this tutorial I'm going to show you how to delete invoices.

So first of all we need to locate the invoice we wish to delete and we do this by the invoicing icon.

And if we know the invoice number we can enter it into the "Jump to invoice" area, or we can use the drop down options to the left to help us locate the invoice we wish to delete, or they'll be shortcuts on the main invoicing screen to recently created and recently finalized invoices.

So let's select one of these to delete, and to delete the invoice we simply click the cross icon here.

Now, if this icon isn't present it maybe that your invoicing settings are set such that invoices can't be deleted in certain circumstances.

Configuring invoice settings is covered in one of our other video tutorials, but for now this icon is present for me so I can click delete.

MIDAS will ask me for confirmation if I wish to delete this invoice permanently, and so I'll click "Yes" and the invoice has now been deleted.

Thanks for watching and be sure to check out some of our other video tutorials online.