If you need to delete/archive a credit note or invoice that has been added to an account, follow the steps below:
Step 1: Access the Billing Section
Begin by navigating to the Billing tab within your system.
Once there, select the Invoices tab to view your list of invoices and credit notes.
Step 2: Locate the Credit Note or Invoice
Use the search functionality to find the specific Credit Note or Invoice that you wish to delete or archive.
Step 3: Open the Options Menu
Once you have located the desired Credit Note or Invoice, click on the Options button (represented by three dots) next to the selected item.
Step 4: Delete or Archive the Item
From the dropdown menu, select Archive Invoice/Credit Note to delete or archive the selected document.