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How to Delete Invoices in ClearCRM

Elvin Khudiyev avatar
Written by Elvin Khudiyev
Updated over a month ago

Invoices can be deleted individually in ClearCRM, but there is no bulk delete option for them. This ensures financial records are handled carefully.


Step 1: Open the Invoice

  1. Go to Sales > Invoices.

  2. From the list, click on the Invoice Number (e.g. INV-000001).

    • This will open a detailed table about the invoice on the right side of the page.


Step 2: Delete the Invoice

  1. In the invoice details panel, click the More button.

  2. From the dropdown, select Delete.

  3. Confirm your choice.

⚠️ Important: Deleting an invoice will also delete any payments linked to it.


Why Some Invoices Cannot Be Deleted

If you try to delete invoices but notice certain records don’t have a Delete option—or they remain after bulk deletion—this is controlled by a system setting.

To resolve this:

  1. Go to Setup > Settings > Invoices.

  2. Change the option Delete invoice allowed only on last invoice to No.

  3. Save the settings.

Once updated, all invoices will be removable from the system.


✅ That’s it! Once deleted, the invoice and any related payments are permanently removed.

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