Audience: Accounting Manager

Summary: Reviews how to delete an open invoice from MineralTree. 

How to Delete an Open Invoice In Classic View

1. Find the invoice under the Invoices tab and click the invoice number link to go to the Invoice Details screen. (You can also find the invoice number link on the Search tab).

2. From the Invoice Details screen, click the trash can icon in the upper right corner. If the icon does not appear, it means a payment or credit is already attached to this invoice and must be removed in order to delete it. 

3.  Click Delete Invoice. If there is a document attached to the invoice, you’ll have two options:

• Delete Invoice – deletes the invoice but leaves the document unattached in the Inbox.
• Delete Invoice & Document – deletes both the invoice and the attached document.”* (bulleted format improves readability).

You can access a Deleted Invoices report under the Reports tab showing the audit of who deleted the invoice.

Please note, If you delete an invoice in MineralTree it will NOT sync over to your accounting system. You must delete your invoice in both places to avoid synchronization failure.

How to Delete an Open Invoice In New View

1. Find the invoice under the Invoices tab and click the invoice number link to go to the Invoice Details screen. (You can also find the invoice number link on the Search tab).

2. From the Invoice Details screen, select Delete from the down arrow next to ‘Save’ in the upper right corner. If you do not see Delete, it means a payment or credit is already attached to this invoice and must be removed in order to delete it. 

3.  Click Delete. If there is a document attached to the invoice, you’ll have two options:

• Delete Invoice – deletes the invoice but leaves the document unattached in the Inbox.
• Delete Invoice & Document – deletes both the invoice and the attached document.”* (bulleted format improves readability).