IMPORTANT: It is not recommended to delete an invoice and in some countries this is illegal. If you delete an invoice you would have a missing invoice number from your Audit trail. It is therefore recommended you raise a 100% credit note as an alternative solution. See article How to create credit note for more information.
Deleting an invoice
- With the Alternative open, click Alternative on the menu bar, and select invoices and payments.
- In the Invoices and payments window, select the invoice to be deleted in the bottom half of window.
- Click on the Invoice drop-down and select Delete Selected.
Note: this option will be greyed out and not selectable in countries where deleting an invoice is illegal.
Note for Flex users:
- If you delete an invoice in the Winner Flex program and it was not saved locally (meaning it was created in the Cloud or migrated to the Cloud) the pdf will need deleting in the Documents tab on the Flex platform. See article Winner Flex: Documents for more information.
- Any pdf invoices that are deleted in the Flex platform will still exist in the Winner program database and can be deleted as above.
- If you deleted the pdf accidentally in the Flex platform you can reprint/re-export it again in the Winner program, but only if it was saved locally originally.
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