Deleting Invoices

Invoices can be deleted from the Document Management System when needed, for example, the file is not an invoice or the file was uploaded by mistake. 

Delete an Invoice 

1. Go to the Document Management System (DMS) page (File Icon )

2. Select the 'Invoices' tab

3. On the Invoice List page, click the three dots on the right side of the Invoice's row 

4. Choose 'Delete' from the drop-down menu

5. Or, go to the Invoice Summary page

6. Click the three dots next to the 'Approve' button

7. Select 'Delete' from the drop-down menu

6. Click 'Delete' to confirm the action 

Organisation Admins can also Delete in Bulk by selecting the checkboxes of the relevant invoices in List View. Once selected, they can click the 'Bulk Actions' button in the top right and click the 'Delete [#] Invoices' from the drop-down menu. 

Once deleted, the Invoice Document will be removed from the Invoice list, Organisation Admins can still view these Deleted Invoices using the 'Deleted' filter. 

Note: This feature is NOT available for all users. Should a user need the 'Delete' feature, Organisation Admins can update the User's Documents Permission Settings, please see Documents and Invoice Permissions

For more information, please see How to Cancel Invoices, View and Bulk Cancel Duplicate Invoices and Upload Files to the Document Management System.

Organisation Admins should contact us with any further questions regarding this process.