Delete an Invoice

Deleting invoices helps maintain the accuracy and cleanliness of billing records in the system. Removing unnecessary or outdated invoices ensures that users can focus on relevant and active invoices, facilitating efficient management of billing records and financial transactions.

Pre-conditions to use the Feature:

  • Users must have an account in AgencyHandy.

  • Users must be a part of an agency.

  • Users must be Super Admins/Admins/PMs to delete an Invoice.

  • At least one Invoice must exist.

  • The invoice must be in "draft" status.

Steps to Use:

  • Log in to AgencyHandy: Access your AgencyHandy account using your credentials.

  • Navigate to Invoices: Locate the "Invoices" section in the dashboard menu.

  • Select Invoice to Delete: Choose the specific invoice you want to delete from the list of existing invoices. Tick it.

  • Access Delete Option: An action button named "Delete" will be activated. Click it.

  • Confirm Deletion: Confirm your decision to delete the invoice. This action is irreversible, and the invoice will be permanently removed from the system.

  • Acknowledge Confirmation: Upon confirming deletion, acknowledge the confirmation message or notification to complete the process.

  • Verify Deletion: Verify that the invoice has been successfully deleted from the system by checking the list of invoices or performing a search to ensure it is no longer present.

Important Notes:

  • Deleting an Invoice cannot be undone, so proceed cautiously.

  • An invoice can only be deleted in "draft" status.

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