How do I delete an invoice or a client?
Drafts and quotes can be deleted outright. An issued invoice is cancelled with a credit note instead, and a client can be deleted only if they were never billed.
Drafts and quotes are not tax documents, so they can go. Press Delete next to them in the Invoices list, or open one and press Delete draft or Delete quote.
An issued invoice can't be deleted. SARS expects every issued invoice to be kept, with no gaps in the numbering. Open it and press Cancel invoice: a credit note reverses it in full, the client no longer owes it, and both records stay on file.
A client who has never been billed can be deleted from the bottom of their page, along with any drafts and quotes made out to them. Once a client has an issued invoice, press Archive client instead. It hides them from your lists and the invoice screen, and you can restore them any time from Clients, Archived.
If not, the assistant in the corner can dig further, or a person will pick it up by email — Mon to Fri, 08:00 to 17:00 SAST.