AccountsInvoices
Delete Confirmation Popup
When the invoice delete popup appears, what it warns about, and why only open invoices can be deleted.
The invoice delete confirmation popup appears when you try to delete an invoice from the invoices list or from the edit invoice popup. It is deliberately strict, because deleting an invoice removes a finance record that may already have been part of someone's workflow.
When Deletion Is Allowed
- Open invoices only: Work Planner only allows deletion when the invoice status is still open.
- Sent, Paid, Settled, Written Off, or Cancelled invoices: These cannot be deleted from the normal UI. The delete control stays disabled and explains why.
What the Popup Says
- Warning text: The popup makes it clear that the action cannot be undone.
- Invoice reference: When available, Work Planner names the exact invoice you are about to delete so there is less chance of deleting the wrong one.
- Buttons: Use Cancel to back out or Delete to confirm.
What Happens After Confirming Delete
- The invoice is removed: The invoice record is deleted from Work Planner.
- Ledger links are cleared: Any ledger items linked to that invoice are unlinked first, so they are no longer tied to the deleted invoice.
- The invoice is treated as cancelled during the process: Work Planner uses its cancellation logic before the final delete so the invoice is closed cleanly.
- The list reloads: Once the delete succeeds, the invoices list refreshes and the invoice disappears.
When You See a Disabled Delete Button Instead
If the invoice is not open, Work Planner does not even let you reach the confirmation step. On the invoices list, the disabled delete button explains that only open invoices can be deleted. On the edit popup, the delete section shows the same rule.
Related articles
- Invoices List: Shows where the delete action first appears on list rows.
- Editing an Invoice: Shows how delete works from inside the edit popup.
- Invoice Detail View: Use this to review the invoice fully before deciding to delete it.