Can an invoice be deleted in Zoho FSM? How do I delete an invoice in Zoho FSM?

Can an invoice be deleted in Zoho FSM? How do I delete an invoice in Zoho FSM?

An invoice cannot be deleted from Zoho FSM. However, the invoice can be deleted from Zoho Invoice/Books. Once an invoice is deleted from Zoho Books/Invoice (the integrated finance org), the invoice will be deleted from Zoho FSM as well.

Deleting an invoice in Zoho Books/Invoice  

  1. Open the invoice either from:
    1. Zoho Books/Invoice:
      1. Go to Invoices under Sales.
      2. Open the invoice you want to delete.
        (Or)
    2. Zoho FSM:
      1. Open the invoice in Zoho FSM.
      2. Click Open in Zoho Invoice.



  2. Click More Options ( ... )
  3. Click Delete.



  4. Click Delete in the confirmation prompt.



  5. Click Proceed again.