How to Delete an Invoice




While the Void Invoice Status works in many situations, sometimes it might make more sense to Delete an unneeded invoice instead.

To Delete an Invoice in Senior Place, follow the steps below:


1) Navigate to the Invoices Tab of the Relevant Client Profile


2) Click Edit on the Invoice You Want to Delete


3) Click the Trashcan 🗑️ Icon


4) Confirm Deletion


How to Delete an Invoice When Integrated with QuickBooks Online

Note: When deleting an invoice from Senior Place while integrated with QuickBooks, following these steps will not delete the invoice from QuickBooks—it will only delete it from Senior Place. If you would like the invoice deleted in QuickBooks as well, you will need to do this directly in your QuickBooks account.

  1. Navigate to the Invoices tab
  2. Click on the trashcan icon

  1. Click Yes, delete

Have more questions? Feel free to reach out to us at support@seniorplace.com!

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