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
Go to Sales > Invoices.
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
In the invoice details panel, click the More button.
From the dropdown, select Delete.
Confirm your choice.
⚠️ Important: Deleting an invoice will also delete any payments linked to it.
Notes & Limitations
Invoices cannot be mass deleted — there is no bulk option available.
The hover actions in the invoice list (View, Edit, Send Email) do not include Delete. Deletion is only possible from the invoice details panel.
Some customers cannot be deleted if they have invoices linked to them. In such cases, you must delete the invoices first, and then delete the customer.
✅ That’s it! Once deleted, the invoice and any related payments are permanently removed.