You can delete a draft invoice in Provet, but you cannot delete a finalized invoice or a finalized counter sale. To correct the invoice or counter sale, create a credit note instead.
Note: A deleted draft invoice cannot be recovered. Check the invoice details before you confirm the deletion.
Delete a Draft Counter Sale Invoice
Open the counter sale invoice.
Select the Delete button at the bottom left of the page.
Confirm the deletion.
Delete a Draft Invoice Linked to a Consultation
If a draft invoice is linked to a consultation, you must first delete the items on the consultation. To remove the draft invoice, you also need to delete the consultation.
To delete consultation items:
Go to the consultation page.
From the Tools menu at the top of the consultation page, select Delete consultation items.
In the window that opens, follow the steps to delete all items.
After deleting the consultation items, you have two options:
Delete the Consultation: If your permissions and settings allow, you can delete the empty consultation.
Select Tools again.
Select Delete consultation.
Finalize the Invoice with a Zero Balance: This action closes the invoice as an empty receipt. This option is useful if you have notes on the consultation but do not want to charge the client. Note that this does not delete the invoice itself.
Finalized Invoices and Counter Sales
You cannot delete a finalized invoice from Provet. Instead, create a credit note. The same applies to finalized counter sales, for example, if the client cancels the purchase or returns the item. For more information, see Overview of Credit Notes.
Check Invoice Status (Draft or Finalized)
To check whether an invoice is a draft or finalized:
Go to the invoice page.
Check the top left corner of the page.
If you see 'Draft', the invoice is a draft.
If you see an invoice number, the invoice has been finalized.