Duplicating, correcting and deleting outgoing invoices

Where to find it

Outgoing invoices → open an invoice → More actions / invoice actions

✅ Common tasks

Duplicate a draft

1. Open the outgoing invoice you want to copy.

2. Click the invoice actions menu.

3. Select Duplicate.

4. Review the copied draft before saving or sending it.

5. If asked, choose Cancel or Proceed anyway.

A duplicate can trigger a warning if the invoice number already exists.

Create a correction

1. Open a sent outgoing invoice.

2. Click the invoice actions menu.

3. Select Correction invoice.

4. Choose the invoice to correct, if prompted.

5. Review the new correction invoice before sending it.

You can search the selector by invoice number, description, amount, or due date.

Delete an invoice

1. Open the outgoing invoice you want to remove.

2. Click the invoice actions menu.

3. Select Delete.

4. Confirm the deletion.

5. Ask an organisation admin or Cashfeed support if Delete is missing.

Deletion is only available in some invoice states and for some roles.

🔗 See also

• Outgoing invoices

• Creating and editing an outgoing invoice

• Sending an outgoing invoice

• Outgoing invoice statuses, payments and the sending log

• Issuing credit notes for outgoing invoices