Sales Invoices - Bulk remove/void
It is all too easy to accidentally upload a batch of sales invoices to Xero from the wrong period. It can then take absolutely hours to delete these as Xero does not have the functionality to remove these en masse.
Hi community, thanks for sharing the challenges you face around deleting invoices.
Right now in Xero, invoices with a Draft status can be deleted in bulk from the list view - simply select the invoices and you’ll see an option to Delete at the top of the list.
We understand that for many in the thread here you’re referring to the ability to bulk remove invoices that have an approved status(bulk void) and I have just updated the title of this idea to better reflect this.
This isn’t a feature we have planned at this stage, but maybe something we explore longer term as a possible enhancement to the list view. For the time being, while not within the product for those with more technical resources there’s capability via our API that you may like to consider.
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Patrick Matthews
commented
The problem here was a supposed 'integration' app from an outfit called Epos Now. This creates end of day reports and imports them as full fledged invoices not drafts. Can Xero control third parties from offering useless products as if it's called a Xero Integration App we assume you think it is usable
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Andy Donovan
commented
This subject seems to be falling on deaf ears, but I am hearing on various forums etcs this is a long term issue. I converted a clients Data from quickbooks and there was no option to send to draft and for some reason even though I put a conversion date the conversion brought in every sales invoice from the year dot (2015) This really is an urgent matter and I am feeling the pain reading all these legit requests.
It cant be that difficult as there is this function in purchase invoices so surely the code is already written ?????
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Madelyn Famlonga
commented
This would be very helpful, and save me a lot of time
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Zada Lau
commented
PLEASE work on a bulk delete solution ASAP
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Accounts Assistant
commented
Hi Xero Team,
How can I delete bulk approved invoices in xero to reorganise the data?
Kind Regards,
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Tina XIAO
commented
Astrid Antrobus commented
Sep 4, 2024
why does xero concentrate on fluffing around with existing formats like the invoicing page, which add no benefit I might add, rather than concentrating on implementing customers suggestion, such as bulk delete. Is Xero unable to do this?--------------
Totally agree!!!
We don't care about any formatting, the old invoicing page is perfectly fine, please focus on users need. -
Astrid Antrobus
commented
why does xero concentrate on fluffing around with existing formats like the invoicing page, which add no benefit I might add, rather than concentrating on implementing customers suggestion, such as bulk delete. Is Xero unable to do this?
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Jarred Stenfors
commented
The fact you cannot bulk void is obscene. Xero, you need to listen to your customers and sort this out.
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Francesca Advisor
commented
We accidentally had two Shopify to Xero plugins operating at once and now have 520 invoices I need remove payment on and delete.
A bulk remove & redo and a bulk delete function would be very welcome.
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Jenny Mackenzie
commented
A third party app has address 1200 invoices to my xero account and I have no way of deleting them without doing them individually - this is not a task that is relished - Bulk delete would me much more appropriate and badly needed.
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annette colton
commented
Issues setting up integration with GoCardless and another software package has left us with several thousand "phantom" invoices that we now need to void.
An option to bulk void sales invoices would be much appreciated! -
Mark Bishop
commented
I have also requested this same thing! I recently had to void something like 600 invoices, which took me a whole afternoon to do!
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Karen McSorley
commented
I agree, is so time consuming to fix a clients error when they have entered invoices that are unnecessary due to linked third party apps.
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David Sacharowitz
commented
Totally agree. WHEN is this coming. Would be good to get some feedback as to whether this is even on the production/development line. I have almost 1,000 to delete now.
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Michael Cady
commented
Our situation is we are a nonprofit and even with the strongest of commitment we only collect on average 70%. Then when we contact them again the invoice does not push from our HubSpot to Xero, so.we need to go back and change some part of the name. We have lost donations in the process, as following up to make sure an invoice was produced takes hours of extra work daily.
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Jessica Colgate-Stone Read
commented
Absolutely necessary, especially if a client changes their mind about tracking categories and the options are change 400+ invoices individually or reupload them with the correct tracking categories...
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Maribi Nunez
commented
Xero should have an option to delete invoices in a bulk like it does with the transactions. By mistake I uploaded and approved 289 invoices and cn, and now I have to delete one by one :(
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Robyn Storey
commented
This thread seems to date back quite a while and there is still no batch delete facility? We have been using SL in a different system and want to bring it in to Xero. In order to do this we need to clear out historical data that has only been used for VAT purposes and not credit control. We have a huge amount of invoices awaiting payment that are going to take an enormous amount of time to clear. Cannot believe its easy to get a batch of invoices into Xero but not to delete them.
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CLAIRE SAMPSON
commented
Would be really helpful
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Steve Ellis
commented
It seems Xero don't give a **** about what the customers want, I too am in a very time consuming position, i find there support and customer service very poor.