Here's How to Delete an Invoice in NetSuite
Navigate to the invoice transaction you'd like to delete.
Note: You can quickly search the transactions by entering the invoice number in the Global Search bar.
- Click Edit to enter the Edit view.
- Drill down on Actions.
- Click Delete.
- Follow the message prompt to enter a reason for deletion.
- Do the same as above to enter a memo.
- Click Delete.
NetSuite will bring you back to the transaction dashboard with a message notifying you that the transaction has been successfully deleted.
Note:
- A deleted transaction does not retain a record of the transaction details.
- However, a record of the deleted transaction remains in your audit trail.
- You cannot delete a transaction if it is linked to other transactions.
- For example, you cannot delete an invoice that has been paid.
- You can, however, close linked transactions.
That's how you delete an invoice in NetSuite.
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FAQ on How to Delete a NetSuite Invoice
Q: Why can’t I delete certain invoices in NetSuite?
A: Linked transactions such as payments or credits prevent invoice deletion. These must be reversed or closed before deleting the invoice.
Q: Does NetSuite keep a record after an invoice is deleted?
A: Yes. While the invoice itself is removed, its deletion remains visible in the audit trail for compliance and tracking.
Q: Can roles or permissions prevent invoice deletion?
A: Yes. Only users with sufficient accounting permissions can delete transactions. Administrators can adjust this in role settings.
Q: What if I only need to correct an error on an invoice?
A: Instead of deleting, you can edit the invoice or issue a credit memo, depending on your accounting controls.
Q: Is deleting invoices considered a best practice?
A: Generally, no. Most organizations prefer voiding or crediting invoices to preserve financial history, unless deletion is explicitly required.