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How can we improve Microsoft Invoicing?

Allow for Deleting a Cancelled Invoice

Cancelled Invoice stay forever right now. There should be an option to delete. Also cancelled invoice appear in the Dashboard along with all other invoices which doesn't make sense.

42 votes
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    Joe shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    18 comments

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      • Tom commented  ·   ·  Flag as inappropriate

        Dashboard is a mess due to test invoices. I would like to be able to remove these as I don;t want to see the test invoices anymore. Please add this feature.

      • Chase Casey commented  ·   ·  Flag as inappropriate

        I've been testing the software and now have test customers and invoices which clutter my legitimate list.

        I understand for compliance you shouldn't be able to delete invoices and invoiced customers, but there should at least be an archive option to remove from plain view.

      • TessW commented  ·   ·  Flag as inappropriate

        100% agree with this, there needs to be an option to delete cancelled invoices. There is no point in keeping them or even the line items in them that have been reformatted.

      • Nikki A. commented  ·   ·  Flag as inappropriate

        Same boat as everyone else. While learning the new application I created test invoices that I can't delete now. Please add the ability to delete an invoice.

      • PB commented  ·   ·  Flag as inappropriate

        As with the others on the forum, I've got several test invoices, test customers and test product lines that need to be deleted but can't because they are being used in my canceled test invoices. This is a mess and I had no idea when I wanted to take this app for a test drive that I couldn't undo any of it.

        Please add the ability to delete these.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Yes I agree. This is a needed feature. I too created a bunch of test invoices before integrating into my business. Seeing all these test invoices, even if they are cancelled is annoying.

      • jim@jbmtransportllc.com commented  ·   ·  Flag as inappropriate

        I definitely need this. Like the others, I wanted to play with the app before actually using it for my customers. Not knowing, I wouldn't be able to delete them, I made a bunch of test invoices and now I have test products that don't exist and customers that don't exist and I cannot delete them because they are in an existing invoice and my dashboard is messed up.

      • Jeremy commented  ·   ·  Flag as inappropriate

        Please allow this for the admin of the site. I setup a few test invoices to see how this worked. Now I can't delete pricing components because they say they are included in an existing invoice (the cancelled ones!!!).

      • Jeremy commented  ·   ·  Flag as inappropriate

        YES YES PLEASE ALLOW THIS (in caps). I'm learning how to use this app and setup a bunch of test invoices and now my dashboard is a mess. I'm on with a nice gentleman at microsoft support and he is trying to figure it out but it doesn't sound easy (or intuitive). Let's please make this easier. I'm so excited for this functionality but my production site is my playground so we need the ability to do some test "hygiene."

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