Prerequisites
Delete and change permission for the invoice module.
Make sure you are on the "Standard" side of ProcureDesk.
Step-by-Step Instructions
1. Check the Invoice Status
Navigate to the invoices section and check the status of the invoice.
Status Types:
Delete an Invoice in Draft status
Navigate to the invoice landing page.
Select the invoice.
Click on the trash icon to delete the invoice.
Confirm deletion when prompted.
Delete an Invoice which is Pending Approval
Open the invoice by clicking on the invoice number from the landing page.
Scroll to the bottom of the page to Withdraw the invoice and change it to draft status.
Follow the steps for deleting a draft invoice.
Void an invoice that is Approved or in the Integrated status?
Instead of deleting, void an approved or integrated invoice.
FAQs & Troubleshooting
Why can’t I delete an invoice directly from the approved or integrated status?
To ensure the integrity of records and prevent unauthorized changes, invoices need to be voided.