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How to delete a receipt

Receipts can be deleted when they are in Draft status.

Updated over 2 weeks ago

Prerequisites

  • The receipt must be in Draft status to be deleted. If the receipt is submitted, use the revert feature to change its status to Draft.

Step-by-Step Instructions

  1. Navigate to the Receipts Section:

    • Click on the Receipts section from the left-hand side menu under the Purchase section. Open the receipt that you wish to delete.

    • Click on the Trash icon to delete the receipt.

  2. Alternative Method:

    • Open the receipt by clicking on its number.

    • Click on the "Delete" button to delete the receipt.

FAQs and Troubleshooting

Q: What if the receipt is already submitted?
A: Use the revert option to change the receipt status back to Draft, and then proceed to delete it.
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Q: How do I know if the receipt was successfully deleted?
A: The receipt will no longer appear in the receipts list, confirming that it has been deleted.

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