This article details how to delete invoices from the different sections within the Invoicing Finance area.

Where an invoice has a Draft status, and was uploaded via the Finance area, you can delete the invoice as soon as it's been uploaded.

Note: You cannot delete draft invoices that have been uploaded via a user's My Invoices area as these do not display in the Finance draft area. The user will need to delete the invoice instead from their My Invoices draft area.

To delete an invoice in the Finance Draft area, complete the following steps:

1. Go to Finance > Draft (under the Invoices heading).

2. Click on the invoice line to expand it. You can use the blue Filter option to help locate the invoice.

3. Click Delete.

4. Click Continue to delete the invoice.

Where an invoice has a Rejected status, and was uploaded via the Finance area, you can delete the invoice from the Rejected area.

Note: You cannot delete rejected invoices that were originally uploaded via a user's My Invoices area as these do not display in the Finance rejected area. The user will need to delete the invoice instead from their My Invoices draft area.

To delete an invoice in the Finance Rejected area, complete the following steps:

1. Go to Finance > Rejected (under the Invoices heading).

2. Click on the invoice line to expand it. You can use the blue Filter option to help locate the invoice.

3. Click Delete.

4. Click Continue to delete the invoice.

Where an invoice has a Awaiting Approval status, you first need to recall the invoice. The invoice will then return to the Draft area, where you can follow the steps above for deleting invoices with a draft status.

Note: You cannot delete draft invoices that have been uploaded via a user's My Invoices area as these do not display in the Finance draft area.

To recall an invoice to the relevant Draft area, complete the following steps:

1. Go to Finance > Awaiting Approval (under the Invoices heading).

2. Click on the invoice line to expand it. You can use the blue Filter option to help locate the invoice.

3. Click Recall.

4. In the Recall confirmation box, enter the reason for recalling the invoice and click Continue.

5. See the steps above for deleting invoices with a draft status.

Where an invoice has an Approved status, you can delete the invoice from the Approved area.

To delete an invoice in the Finance Approved area, complete the following steps:

1. Go to Finance > Approved (under the Invoices heading).

2. Click on the invoice line to expand it. You can use the blue Filter option to help locate the invoice.

3. Click Delete.

4. Click Continue to delete the invoice.

Where an invoice has a Completed status, you first need to mark the invoice as incomplete. The invoice will then return to the Approved area, where you can follow the steps above for deleting invoices with an approved status.

To mark an invoice as incomplete and return it to the Approved area of Finance, complete the following steps:

1. Go to Finance > Completed (under the Invoices heading).

2. Tick the box to the left of the invoice. You can use the blue Filter option to help locate the invoice.

3. Click Actions > Mark as Incomplete.

4. Click Continue to confirm you'd like to mark the invoice as incomplete.

5. See the steps above for deleting invoices with an approved status.