Delete an Invoice

Overview

Easily manage your invoices with just a click of a button, whether you are handling a single invoice or multiple ones at once. Our streamlined process ensures that deleting invoices is quick and hassle-free.

This comprehensive guide will walk you through each step, empowering you with the knowledge and tools needed to maintain a clean and organized workspace. Say goodbye to clutter and hello to efficiency with our user-friendly invoice management system.

Important: Once you delete an invoice it will be permanently removed from the system.

Table of Contents

Delete Invoices in Bulk

How to Access the Page

To delete your invoice(s) you will first need to be on the Invoice feature page. Please see the Invoices List for more information on how to access this page.

Once you are on the Invoice feature page, you can delete your invoice(s) with the following methods:

Clicking on the Invoice ID to open the View Invoice pop-up window:

In the upper right-corner of the View Invoice pop-up window, you will see the Individual Actions button:

Please note that there are various ways to access the View Invoice pop-up window. Please see the View an Invoice page for more information.

Right-clicking on the "List" tab to open the right-click options. (The options that are displayed when you right-click on an invoice are also available when you select the Individual Actions button.)
Selecting the More Actions button from the "Global Actions" section. Please note that this option will give you the ability to delete multiple invoices at once.
Clicking on the Individual Actions button (the three vertical dots) from the "Actions" column. (The options that are displayed from the Individual Actions button are the same as when you right-click on an invoice.)

Delete a Single Invoice

Regardless of how you choose to delete an invoice, a warning pop-up will appear asking to confirm if you would like to delete this invoice, and informing you that the deletion of an invoice is permanent:

Click the Yes button to confirm deletion. Once confirmed, the invoice will automatically be deleted from MobiWork.

Delete Invoice Line Items

You will be able to delete the parts, services, sections, markups, and discounts listed in the invoice's line items. The following subsections will illustrate how to delete these different line item entries.

Delete Part

In the "Line Items" panel click on the selected part's Individual Actions. From the Individual Actions' drop-down menu that appears, select the "Delete" option. You can also delete the selected part by right-clicking on it and selecting the "Delete" option from the drop-down:

Once you click on the "Delete" option, the Confirm Delete pop-up window will appear:

Click the Yes button to confirm you would like to delete the selected part.

Delete Service

In the "Line Items" panel click on the selected service's Individual Actions. From the Individual Actions' drop-down menu that appears, select the "Delete" option. You can also delete the selected service by right-clicking on it and selecting the "Delete" option from the drop-down:

Once you click on the "Delete" option, the Confirm Delete pop-up window will appear:

Click the Yes button to confirm you would like to delete the selected service.

Delete Section

In the "Line Items" panel click on the selected section's Individual Actions. From the Individual Actions' drop-down menu that appears, select the "Delete" option. You can also delete the selected section by right-clicking on it and selecting the "Delete" option from the drop-down:

Once you click on the "Delete" option, the Confirm Delete pop-up window will appear:

Click the Yes button to confirm you would like to delete the selected section. Please note that any parts or services that are listed under the section will also be removed.

Delete Markup

In the "Total & Balance" panel, locate the markup you would like to delete. Click on the corresponding Trash Can button next to the selected markup:

Once you click on the Trash Can button, the Delete Markup pop-up window will appear:

Click the Yes button to confirm you would like to delete the selected markup.

Delete Discount

In the "Total & Balance" panel, locate the discount you would like to delete. Click on the corresponding Trash Can button next to the selected discount:

Once you click on the Trash Can button, the Delete Discount pop-up window will appear:

Click the Yes button to confirm you would like to delete the selected discount.

Delete Invoices in Bulk

MobiWork allows you to delete multiple invoices at once, thus saving you time and energy from having to delete invoices one at a time.

To delete multiple invoices, you will need to access the More Actions button from the Invoice feature page:

Check off the desired invoices you would like to delete; if you would like to delete all your invoices you can click on the topmost checkbox (Multiple Selection Area) located in the "List" column:

Click on the More Actions button and from the drop-down select the "Delete Selected Invoices" option:

A warning will then appear, informing you that the deletion of the invoices will be permanent:

Click the Yes button to confirm deletion. Once confirmed, the invoices will automatically be deleted from MobiWork.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!