Customer Forum

What rules govern the ability to delete a DRAFT invoice?

External Posted: 2012-01-31 10:55

I am in the process of customizing our system and have created a few invoices at DRAFT status that I'd now like to delete. When I open one and click Delete, I get the warning pop-up asking me to confirm that I'd like to delete the record. I select "yes," the record closes, and the transaction list refreshes.

The invoice I've just deleted still appears on the list. I manually refresh the list, and the invoice still appears. I've tried this several times on a few DRAFT customer invoice records today, with the same result. I was able to delete some yesterday, so I'm not sure what has changed. Do I need to delete all the line items on an invoice before I delete it? 


Workbooks Support Posted: Wed, 14.03.2012 - 23:35

That's interesting; I haven't heard of this before.  Please would you email me the name of the Workbooks account and tell me which invoice you cannot delete and take a look. .  Thank you.

Marisa Posted: Tue, 06.09.2022 - 19:30

I want to delete a record that should have not been imported. I needed to delete two transactions but I am unable to delete the record, and the transactions still show up. please advise.

Arjun (Workbooks Online) Posted: Wed, 07.09.2022 - 14:38

Hi Marisa. Thank you for getting in touch!

I think that we would need to look at this example specifically. Can you email in to '' with your full name, company name, and the record you are referring to.