Delete customer invoices in Reckon One

Learn how to delete customer invoices of any status (unpaid, draft, approved or paid) in Reckon One.

Delete an unpaid or draft customer invoice

To delete an unpaid customer invoice or a draft customer invoice that is awaiting approval: 

1. In the Day to day menu, select Invoices. 
2. Click on the invoice. 
3. Click on the Actions menu (3 dots), then click Delete.  

Delete an approved customer invoice

To delete an approved but unpaid customer invoice, you need to first revert it to a draft, then delete:

1. In the Day to day menu, select Invoices. 
2. Click on the invoice.
3. Click on the Actions menu (3 dots), then click Revert to draft.
4. Click on the Actions menu (3 dots), then click Delete.

Delete a paid customer invoice

When an invoice has been paid partially or in full, you need to unlink the payments from the invoice before you can delete it: 

1. In the Day to day menu, select Invoices. 
2. Click on the Invoice. 
3. In the invoice totals in the bottom right corner, click on the arrow next to Amount paid. 
4. Click Unlink for each payment made on the invoice. This will make the payment amount available as a credit for the customer.  

   

5. Follow the steps for deleting an unpaid or draft invoice, or deleting an approved customer invoice. 

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