Deleting an erroneous or duplicate invoice OR restoring a deleted invoice is super easy.
First, let’s see how you can delete an invoice on Refrens.
Deleting an Invoice
You might have two kinds of invoices on your Refrens account -
1) Invoices without a payment record (i.e. unpaid invoices)
2) Invoices with a payment record. (i.e partially or fully paid invoices)
Let's see what you can do in both cases:
1) Deleting Unpaid Invoices
Step 1. Navigate to the Invoicing Dashboard from the sidebar, and open the invoice you wish to delete.
Step 2: Click on More > Delete Invoice > Continue to Delete
That's it! Your invoice will be instantly deleted.
2) Deleting Partially/Fully Paid Invoices
If you have already recorded a payment against an invoice, you can not delete that invoice.
In this case, we recommend you to create a credit note against the invoice.
To do so, just go to the respective invoice from your Invoice dashboard > click "More" > "Delete". As you see, the system will ask you to create a credit note.
When you click on 'Create Credit Note', you'll be redirected to the Credit Note Creation page. The system will automatically fill in all the details. You can make any changes if necessary and click "Save & Continue".
That's it! Your credit note will be issued successfully:
How will this affect your accounting?
Deleting an invoice will affect respective ledgers, voucher books, and accounting reports on Refrens.
For example, deleting an invoice will create a reversing journal entry in the client’s account and sales account:
Similarly, a new entry will be created in the Reversing Journal Voucher Book to record the deletion of the invoice:
Subsequently, your accounting reports (such as P&L, Balance Sheet, etc.) and client reports (such as client statements) will also be automatically updated to adjust the transactions of a deleted invoice.
Restoring an Invoice
To restore a deleted invoice, go to the “Deleted Invoices” tab from your invoice dashboard, and click on “Restore” to restore a deleted invoice as shown below:
Do note that the restored invoice won’t be synced with your advanced accounting suite, since a reversing entry has already been passed when the invoice was deleted:
That's it!
If you still have any questions, feel free to reach out to us on chat support. We would be more than happy to assist you:)