Prerequisites
You must be on the standard side of ProcureDesk.
To delete an invoice, you need the Invoices: Delete permission.
To change an approved invoice, you need the Invoices: Change permission.
If you do not have the required permissions, contact your admin under General Settings → Manage Privileges
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.
Can I delete an invoice that has Integration Failed status?
Integration Failed invoices are directly editable and do not need to be voided to make changes or unlink a PO. If you need to delete an Integration Failed invoice, contact ProcureDesk support.
I need to edit a receipt linked to this invoice. Do I need to delete the invoice first?
No. You only need to unlink the PO from the invoice. Once unlinked, the Revert button becomes available on the receipt. See How to Edit/Delete Approved Receipt? for the full workflow.
Why don't I see the option to delete an invoice?
You may not have the Invoices: Delete permission. Contact your admin to enable this under General Settings → Manage Privileges.