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Archive an invoice

Remove an invoice from Cliniko.

Dara avatar
Written by Dara
Updated over a week ago

If you've created an invoice in error, don't fret! You'll be able to archive it, which removes it from your Cliniko account. Here's how!

Archiving an invoice

Only administrators, power receptionists, and bookkeepers can archive invoices. Learn more about the different user security roles here.

Find the invoice you need to remove. This can be found via the Invoices tab:

Once you've selected the invoice you want, click the Archive button in the upper-right:

Invoice numbers can only be used once. If you archive invoice # 000001, you cannot raise another invoice with that same number.

You'll be prompted to confirm that you definitely do want to archive the invoice:

As long as you're sure you want to archive it, click OK.ย 

That's it! The invoice will be removed from your account. ๐ŸŽ‰

If there were any payments attached to this invoice, they will also be archived.

Need to archive a payment instead? Head over here to learn how!

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