Deleting Invoices

Learn how to efficiently remove invoice entries from your records in Class Manager

Invoicing is a crucial aspect of managing your business's financial transactions. Occasionally, you may need to delete invoice records due to various reasons such as errors, duplicate entries, or outdated information. Deleting invoices helps maintain accurate financial records and ensures clarity in your accounting processes.

⚠️ Note: Deletion is a permanent action and cannot be reversed.

It's essential to exercise caution when deleting invoices, as this action is irreversible. Before deleting any invoice, ensure that it is indeed necessary and that you won't require the information contained within it for future reference.

If you are unsure on if you should delete an invoice, come through to customer services! We will be happy to advise on what your options may be ⭐

Here's how you can efficiently delete invoice records from your Class Manager:

Click < to the right of Billing.
In the expanded menu click Invoices.
Utilise the search bar and or filters, e.g. classes, season, to quickly locate the invoices you want to delete.
Depending on the invoice status, follow the steps describe below:
1. If the invoice is a Draft:
  1. Tick the box on the left of the invoices you want to delete. Or tick the very first box in the row to select all.
  2. Click the Group Actions button on the upper right.
  3. Click Delete.
2. If the invoice is Awaiting Payment or Part Paid or Paid:

1. 1. Tick the box on the left of the invoices. Or tick the very first box in the row to select all.
  2. Click the Group Actions button on the upper right.
  3. Click Convert to Draft.
  4. Once it's back to draft status, follow the steps described above.

The invoice I'm trying to delete is already paid or partly paid, what happens to the payment?

Payments associated with deleted invoices will remain in the customer's balance and will be credited towards their next invoice. If you need to delete the payment as well, follow the instructions provided here ➡️ Deleting Payments.

💡 When selecting all, it will initially select all items displayed on the current page. If there are items on the next page, you can select them all by clicking the small note that reads "Select all X items?"

By following these steps, you can effectively manage your invoice records and maintain accurate financial data within your Class Manager system. If you have any questions or encounter difficulties while deleting invoices, don't hesitate to seek assistance from our support team. ✅