How to Delete an Invoice in KeaBuilder

Deleting an invoice in KeaBuilder allows you to remove outdated, duplicate, or incorrect invoices from your records. The platform ensures that you can perform this action safely, with a confirmation step to prevent accidental deletions, helping you maintain a clean and organized invoice list.

Step-by-Step Guide

Login to Your KeaBuilder Account

Begin by logging into your KeaBuilder dashboard using your credentials.

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Once logged in, you’ll land on the Main Dashboard, where all your tools and modules are easily accessible.

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Navigate to Sales Hub

From the Vertical Menu on the left-hand side, scroll down and click on Sales Hub.

This section contains all your sales-related modules and analytics, helping you manage your business transactions efficiently.

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Open the Reports Section

After clicking Sales Hub, you will be redirected to the Reports Section of KeaBuilder.

Here, you can get an overview of your business activities, including:

  • Total and pending sales
  • Subscriptions and one-time sales
  • Products available in your store
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This gives you a quick snapshot of your sales performance.

Access the Invoice Section

Next to Reports, click on Invoices.

You will be redirected to the Invoices Page, where all the invoices you’ve created are listed.

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If no invoices exist yet, this page will appear blank.

Delete the Invoice

Locate the invoice you want to remove, and on the far right, click the Bin Icon.

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A pop-up will appear asking you to confirm the deletion. Once you confirm, the invoice will be permanently removed from the Invoice List.

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This ensures that you do not accidentally delete important invoices.

Pro Tips

  • Double-check the invoice before deleting to avoid removing important records.
  • Consider downloading or saving a copy of the invoice if needed for future reference.
  • Regularly review your invoice list to remove duplicates or outdated entries and keep it organized.