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Deleting Invoices

Tämä lokalisoitu ohje selittää sivun käyttötarkoituksen, tärkeimmät suodattimet, taulukot, tilat ja toiminnot LKG for Billingissä.

Understand when invoices can be deleted and the recommended alternatives for maintaining compliance.

🗑️ Deletion Rules by Status​

StatusCan Delete?
Draft✅ Yes — anytime, no restrictions
Cancelled✅ Yes
Pending / Sent⚠️ Use Cancel status instead
Paid / PartiallyPaid / SplitPayment / Overdue❌ Cannot delete — use Credit Note

:::warning Legal Compliance Deleting invoices that have payments can violate accounting and GST regulations. Always use Credit Notes for paid invoices. :::

🗑️ Deleting a Draft Invoice​

Draft invoices are safe to delete — they have not been sent to customers and don't affect accounting.

Steps​

  1. Go to Invoices
  2. Filter by Draft status (optional)
  3. Find the draft invoice
  4. Click Actions (⋮) → Delete
  5. Confirm deletion
  6. Invoice is permanently removed

❌ Voiding a Finalized Invoice (Cancel Instead of Delete)​

For invoices that have been sent but not yet paid, use Cancel instead of delete:

  1. Open the invoice
  2. Click Actions → Change Status to Cancelled
  3. The invoice is voided and excluded from revenue calculations
  4. A record is preserved for audit purposes

📝 Correcting a Paid Invoice​

For paid invoices that need correction:

  • Issue a Credit Note (CRN) — reduces the invoice value
  • Issue a Debit Note (DBN) — increases the invoice value

See Editing Invoices for Credit Note instructions.

💡 Best Practices​

vinkki
  • Never delete finalized invoices — cancel or credit-note them instead
  • Draft invoices can be freely deleted
  • Maintain an audit trail by preferring status changes over deletion
  • If you regularly create test invoices, delete them as drafts before finalizing