Why can't I delete an Estimate or Invoice?

  1. Verify that your Access Profile has the correct permissions to allow you to delete financial documents.
  2. If Required Signers have been added, you cannot edit (including delete) the document in any way.
    Refer to this message that appears when sending a signature request:
    Screen Shot 2022-07-01 at 8.03.06 AM
  3. If the financial document has been successfully signed, it cannot be deleted as it is considered legally binding.