Cancel or delete an invoice
There are two ways to stop an invoice: cancelling keeps it on record but marks it as cancelled, while deleting removes it entirely. Both are in the header overflow menu (the ⋮ button) on the invoice details screen, and both need the Delete invoices permission.
Cancel an invoice
Choose Cancel from the menu. You'll be asked for a reason for the cancellation (the flow may make this reason mandatory). Enter it and confirm. The invoice's status changes to Cancelled but it stays in the system for your records.
Cancelling is the right choice for an invoice that shouldn't go ahead but should remain visible — for audit or reference.
Delete an invoice
Choose Delete from the menu. Because this cannot be undone, you're asked to type the invoice number to confirm. Enter it and confirm to remove the invoice.
Deleting permanently removes the invoice. If you need a record that the invoice existed, cancel it instead of deleting it. For a finalized invoice that has already been sent, credit it rather than deleting.