In this guide, we will show you how to Delete an Invoice & Credit Note Template within the Accounts Receivable and Accounts Payable pages in the Finance Module.

Access: The minimum permissions required to Delete a Template are found in the Finance Module of Config > Setup > Roles and Permissions.

To begin, go to Module > Finance > Accounts Receivable > Invoices & Credit Notes.

In the Invoices & Credit Notes screen, select one or more Templates and click Cancel.

Cancelling the Template will delete it from the database. A reason is not required for deleting a Template. A Confirmation popup appears letting the user know the process is irreversible. Click Continue.

Note: Accounts Payable Templates can also be deleted when double clicking on the Template row and clicking Cancel from the Non Order/Sundry Invoice panel.