Help
Open appBook a call

Archive or delete invoices from the list

Select payables that are not synced and not sent for payment, then archive them or permanently delete them from the list.

Select several payables and archive them, or permanently delete them, from the same list bar you use for approve and export.

The same choices exist on a single row: hover the × on the row for Archive and Delete.

1. Select invoices

  1. Open Payables.
  2. Tick the invoices you want to remove. Duplicate copies do not have a checkbox. Select the main invoice; its duplicates follow a delete (see below).
  3. The dark bar at the bottom shows how many are selected.

You can select invoices that are still in review, processing, ready to sync, or ready for payment, as long as export has not started and they have not been sent for payment.

Invoices you cannot archive or delete stay without a checkbox. That includes:

  • Synced invoices
  • Invoices that are Sending to your accounting system, or already Failed after an export started
  • Invoices in a payment batch (Marked for payment, Waiting for payment) or already paid through payments
  • Invoices that are already Archived

2. Archive or delete

On the bulk bar, next to the selection count:

  1. Click Archive to hide the selection from the All list.
  2. Hover that button to open Archive and Delete. Delete is the permanent action.

If archive is not allowed for the selection but delete still is, the button itself says Delete.

A window lists every invoice the way the list does: supplier, number, date, amount, and status.

ActionWhat the window saysWhat happens
ArchiveThis cannot be undone. Archived invoices are hidden from the All list.The invoice leaves All. It is not erased. Filter status to Archived to find it again.
DeleteThis cannot be undone. Deleted invoices are permanently removed.The invoice and its files are deleted. If a selected invoice has duplicates, the window also says Duplicates of a selected invoice are deleted with it.

Confirm with Archive or Delete, or Cancel.

If some invoices in a mixed selection cannot be removed, Cortena reports how many succeeded and how many failed, for example 3 archived, 1 failed.

3. One invoice from the row

Hover the × at the end of a row.

  • Archive asks you to confirm that this invoice will be hidden from the All list.
  • Delete asks you to confirm the invoice number. If it is the main invoice of a duplicate set, Cortena warns that every duplicate is deleted with it.

Quick reference

TaskWhere
Remove several invoicesPayables list checkboxes → bulk bar
Hide from All, keep the recordArchive
Erase permanentlyHover ArchiveDelete
Find an archived invoiceStatus filter Archived
One rowHover × → Archive or Delete

Related: Invoice list, filters, and status.