Voiding, deleting and writing off

Delete a draft

A draft that was never sent can be deleted. Click More at the top of the invoice, then Delete draft.

Void a sent invoice

A sent invoice cannot be deleted, because the client has it. Click More, then Void, to cancel it. A void invoice stays in the list, faded, and no longer counts as owed. You can then make a new invoice from the estimate, with the same number.

Write off a bad debt

For money you will never get, for example when a client has gone out of business:

1. Open the sent invoice.
2. Click Write off as a bad debt . . ., under the invoice lines.
3. Check the date in Written off on.
4. Type a Note, for example agreed with the accountant.
5. Click Write off as a bad debt.

The invoice stops showing as owed, and reminders stop. It still counts as a sale on the date it was sent. If it gets paid after all, click More, then Undo write off.