How Clients Pay Invoices Online in Britixo CRM UK?
📘 Introduction:
Britixo CRM UK gives you complete control over your financial records by allowing you to void or delete invoices when necessary. Whether due to incorrect billing or cancelled services, managing unwanted invoices properly ensures your reports remain accurate while maintaining compliance.
🗂️ Step-by-Step: Voiding or Cancelling an Invoice
1. Access Your Invoices
From your Britixo dashboard, go to Sales > Invoices.
2. Open the Invoice You Want to Void
Click on the invoice you wish to cancel.
Verify the details to confirm it's the correct invoice.
3. Click on ‘More’ and Select ‘Cancel Invoice’
At the top-right of the invoice screen, click the More dropdown.
Select Cancel Invoice to void it.
📌 Note: Cancelling an invoice marks it as cancelled but keeps it visible in reports. This is preferred for audit trails and compliance.
🗑️ Step-by-Step: Deleting an Invoice (if necessary)
⚠️ Use with Caution:
Deleting removes the invoice permanently from Britixo and is not reversible. Only do this if the invoice was created by mistake or during testing.
1. Go to the Invoice Record
Open the invoice you'd like to delete from Sales > Invoices.
2. Click ‘More’ > ‘Delete’
From the same More menu, click Delete.
Confirm the deletion in the popup prompt.
What’s the Difference Between Cancel and Delete?
What’s the Difference Between Cancel and Delete?| Action | Effect on Reports | Reversible | Best Use Case |
|---|---|---|---|
| Cancel | Stays in records | Yes | Services cancelled or adjustments required |
| Delete | Permanently removed | No | Mistaken or test entries only |
✅ Pro Tips:
Use “Cancel” to maintain transparency and compliance.
Avoid deleting real invoices; it can lead to inaccurate financial reporting.
If you delete an invoice in error, recreate it manually to restore your records.