You can delete a pro forma in just a few seconds.
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How to delete a pro forma invoice
- Access Sales (left sidebar)
- Click on Pro forma
Follow the below steps to delete a pro forma
- Select the pro forma from the list by clicking on the checkbox. If you would like to delete multiple pro formas, all you need to do is select these by using the checkbox on the side of the pro forma number and this will highlight these.
- Click Delete, this option will appear at the bottom of the screen
- The pro forma(s) will then be deleted from the list
Recover a deleted pro forma
If you have made a mistake and you'd like to recover the pro forma, don't worry! You can recover this in 10 seconds.
To delete a pro forma all you need to do is start by clicking on the invoicing section. Then click on Sales and then click on Trash and locate your documents, then click on restore and this will be back in your pro forma tab! 😊