मुख्य कंटेंट तक स्किप करें

Deleting Invoices

यह स्थानीयकृत मार्गदर्शिका LKG for Billing में इस पेज का उद्देश्य, मुख्य फ़िल्टर, तालिकाएं, स्थितियां और क्रियाएं समझाती है।

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​

सुझाव
  • 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