Delete an Estimate or Invoice

Remove estimates, invoices, or jobs you no longer need. Understand what happens to linked data when you delete a document.

How to Delete

You can delete any estimate, invoice, or job from within the document itself.

  1. Open the Document

    Navigate to the estimate, invoice, or job you want to delete and open it.

  2. Open the More Menu

    Tap the More button (⋮) in the top-right corner of the screen.

  3. Select Delete

    Choose Delete from the menu. A confirmation dialog will appear asking if you are sure.

  4. Confirm

    Tap Yes to permanently delete the document.

Warning: Deleting a document is permanent and cannot be undone. Make sure you no longer need the document before confirming.

What Happens When You Delete

When you delete an estimate, invoice, or job, here's what is affected:

What Gets Removed

  • The document itself — the estimate, invoice, or job is permanently removed from your list
  • All line items — any items, materials, or labor entries within the document
  • Linked calendar events — if the document was scheduled on your calendar, the event is also removed

What Is NOT Affected

  • Client records — the client associated with the document is not deleted
  • Payment records — any payments already recorded remain in the system
  • Other documents — other estimates, invoices, or jobs for the same client are not affected
  • Product catalog — items in your product catalog are not affected
Note: If you converted an estimate to an invoice, deleting the invoice does not restore the original estimate. They are separate documents once converted.

Before You Delete

Consider these alternatives before deleting:

📋

Duplicate First

If you want to keep a copy, use More > Duplicate to create a copy before deleting the original.

💰

Check Payments

If the invoice has payments recorded, those payment records will remain even after deletion. Review payment history first if needed.

📈

Consider Reports

Deleted documents will no longer appear in your reports. If you need the data for tax or accounting purposes, export your reports first.

Tip: If you don't want a client to see an invoice anymore but need to keep it for your records, you can avoid sending it rather than deleting it.