Recovering a Deleted Advance Payment Invoice

When you delete an advance payment invoice in Daftra, it is not deleted permanently. It moves to the Trash and stays there for 90 days, during which you can recover it with the same number and data.

What happens when you delete an advance payment invoice

• The invoice moves to the Trash, and the message Advance Payment Invoice moved to trash for 90 days appears.
• The journal entry of the advance payment is deleted, and so is its payment.
• The advance payment no longer appears in reports.
• If the advance payment is distributed to invoices, the distribution is removed after you confirm the deletion.
• If you don’t recover it within 90 days, it is deleted permanently.

Steps to recover a deleted advance payment invoice

1. From the main menu, click Sales, then Manage Invoices.
2. Click the more button (…) at the top of the page, and select Trash.
3. On the Deleted Items page, make sure you are on the Sales Invoices tab, and search for the advance payment.
4. Click the Actions button next to the advance payment, then click Recover.

The message Advance Payment has been recovered appears, and the advance payment returns to the invoice list.

What happens after recovery

• The advance payment returns with the same number and data.
• The journal entry of the advance payment is created again, and its payment is recovered.
• The advance payment appears in reports again.
• The distributions of the advance payment to invoices are not recovered, even if it was distributed before deletion, so distribute it again if needed.

Required permissions

You need the Manage Deleted Sales Transactions permission to view the Trash and recover invoices from it.

Deleting a client linked to a deleted advance payment

You can’t delete a client who has an advance payment, even if it is in the Trash. When you try to delete the client, this message appears: The client couldn’t be deleted. Please make sure all client’s transactions are removed, including those in the trash. It includes links to the Invoice Trash and the other trash lists, so you can permanently delete the client’s transactions there first.

FAQs

Are the distributions of the advance payment to invoices recovered with it?

No. The advance payment returns without any distributions, even if it was distributed to invoices before deletion, and you can distribute it again.

Can I recover the advance payment more than 90 days after deleting it?

No. The advance payment is permanently deleted from the Trash after 90 days and can no longer be recovered.