Expired invoices help you clean up your reporting and prevent your clients from accessing old files. One prominent use of the expire feature happens when you send an invoice to a customer and later the trip is canceled. You can expire the invoice to remove it from skewing your outstanding fees/commissions.
| 💡 Invoices cannot be expired if a payment has been completed within the invoice. |
Deleted invoices help you clean up invoices that were never valid, and should generally only be used to remove mistake invoices. An invoice cannot be deleted after a payment has been made, as the "paper trail" for the payment must be kept intact.
How to expire or delete an invoice
For any individual invoice, locate the invoice file within the client's trip and click the "..." menu on the top right of the file. From here, you can choose to "Expire" (if applicable) or "Delete" the invoice.
In the example below, we've highlighted "Expire":
You can individually un-expire any invoice any time on its “...” menu:
| 💡 Important: Deleted invoices cannot be restored |
Adjusting when invoices automatically expire
You can enable and change the number of days for automatic expiration under Settings → Invoice:
Comments
3 comments
When will Expired Invoices drop OFF my Task List for a trip? I expired two invoices for items on a valid trip that are no longer going to be part of the trip, so the client made no payment, but they still show in my Tasklist for the trip. Drives me nuts. Don't want to delete because I want a record of the proposal and everything (what was quoted, etc.) Thank you!
Has this information changed? I have an invoice that does not show an expiration option but has an option to delete it, and payment has been applied.
Mary Thomas if it has travel protection offered it cannot be expired. Just figured this out.
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