Delete an invoice
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to delete only when core status/payment rules permit it.
Where to goBroker Portal → Invoices → open invoice → Delete
Before you start
- Use an account with Authenticated broker user with invoice delete access and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Delete only when core status/payment rules permit it. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Broker Portal → Invoices → open invoice → Delete.
- Go to the exact record and review linked documents, payments, approvals, files and portal visibility.
- Select the supported Delete, Remove, Void or Cancel action.
- Verify the action only after checking the consequence described below.
- Return to the list and verify whether the record was removed, retained with a status, or blocked by a code-backed restriction.
Fields and options
Exact actionDelete an invoice
Exact navigationBroker Portal → Invoices → open invoice → Delete
Module version1.0.0
Access ruleAuthenticated broker user with invoice delete access
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Financial recordClient/vendor/landlord, linked property/request/contract, date/due date, currency, items, taxes, discounts, totals and status.
Payment evidencePayment mode, amount, transaction ID, note/comments, date paid and email/PDF choices where exposed.
Rules and limits
- Check linked property request and payments first.
- Verify linked CRM invoice/payment records before changing a real-estate payment or payout status.
- The module hooks after_payment_added to write property-related activity when the payment is linked.
Check it worked
- The supported delete an invoice flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
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