Delete pro forma invoices
About deleting pro forma invoices
Any pro forma can be deleted. This includes those that have been converted to a sales order. You can delete a single pro forma or several pro formas at the same time.
You may want to delete pro forma invoices which have been issued but for which no payments have been received. The pro forma invoice is removed and no history is stored.
To delete pro forma invoices
Open: Sales Order Processing > Pro Forma Invoices > Delete Pro Forma.
- Click Show All Pro Formas to display all pro forma invoices, or choose the invoices to display by using the Selection criteria area.
- Select the pro forma invoice(s) to delete.
- Click Delete Pro Forma.
- Confirm that you want to delete the pro forma invoice.