The process for deleting a purchase invoice in Envoice depends on the status of the document within Envoice. Whether the invoice has just been submitted and is not yet extracted, already extracted and accounted for, or is in the approval workflow, the steps will vary.
Deleting a Draft Purchase Invoice
Deleting a Draft from the List View
If a purchase invoice has been submitted but is not yet extracted, it will be located in the menu under Purchases > Workspace, in the Drafts section. In this case, each invoice in the list view has a trash can icon next to it. Click on this icon to delete the draft invoice.
Deleting a Draft from the Invoice View
Another way to delete a draft is to open the invoice. In the bottom right corner of the invoice view, you will find the trash can icon. Click on it to delete the draft.
Deleting an Extracted Purchase Invoice
Non-Approved and Not in Approval Process
If a purchase invoice has already been processed and saved, you need to open the document to delete it. Ensure you are in the normal view of the invoice. In this view, you will see a trash can icon. Click this icon to delete the invoice.
Approved or In Approval Process
If a purchase invoice is currently in the approval process or has already been approved, follow these steps to delete it:
- Cancel the Approval Workflow: Before deleting the invoice, you must cancel its approval workflow.
- Delete the Invoice: Once the approval workflow is canceled, open the invoice in the normal view. Locate the trash can icon and click it to delete the invoice.
By following these steps, you can manage and delete purchase invoices in Envoice based on their current status within the system.