Why Can’t I Delete an Estimate or Invoice?

  1. Verify that your assigned Access Profile has the correct permissions to allow you to delete financial documents.
    1. Access Profile assignments can only be configured by those with Settings access.
  2. If "Required Signers" have been added, you cannot edit (including delete) the document in any way.
    1. Refer to the following message that appears when sending a signature request:

      Screen Shot 2022-07-01 at 8.03.06 AM
  3. If a financial document has been successfully signed, it cannot be deleted as it is considered legally binding.