{"id":140440,"date":"2026-07-14T09:45:01","date_gmt":"2026-07-14T09:45:01","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=140440"},"modified":"2026-11-08T12:03:29","modified_gmt":"2026-11-08T12:03:29","slug":"viewing-deleted-transactions-recycle-bin","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/viewing-deleted-transactions-recycle-bin\/","title":{"rendered":"View Deleted Transactions (Recycle Bin)"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p>&nbsp;<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Deleting transactions in sales and purchases is now a temporary deletion instead of a permanent one: the deleted transaction moves to the trash (<strong style=\"color: #111827;\">Deleted Items<\/strong>) and stays restorable for 90 days, which protects you from losing data when something is deleted by mistake.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Before you begin<\/strong><\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Accessing the trash requires one of two new permissions, which aren&#8217;t enabled by default for any role:\n<ul style=\"margin: 8px 0 0; padding-left: 22px;\">\n<li style=\"margin-bottom: 6px;\"><strong style=\"color: #111827;\">Manage Deleted Sales Transactions<\/strong>: in the sales permissions section, and covers sales invoices, refund receipts, credit notes, and debit notes.<\/li>\n<li style=\"margin-bottom: 6px;\"><strong style=\"color: #111827;\">Manage Deleted Purchase Transactions<\/strong>: in the purchases permissions section, and covers purchase invoices, purchase refunds, debit notes, and credit notes.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2 id=\"delete-steps\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">What happens when you delete a transaction<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open the transaction (such as an invoice), click the <strong style=\"color: #111827;\">\u22ef<\/strong> menu, then click <strong style=\"color: #111827;\">Delete<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Confirm the message <strong style=\"color: #111827;\">Are you sure you want to delete following Invoice with all related data?<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The message <strong style=\"color: #111827;\">Invoice moved to trash for 90 days<\/strong> appears, with a <strong style=\"color: #111827;\">View Trash<\/strong> link that opens the deleted items directly.<\/li>\n<\/ol>\n<h2 id=\"view-steps\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Steps to view the recycle bin<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Go to the list of the transaction you need (such as <strong style=\"color: #111827;\">Sales<\/strong> \u2192 <strong style=\"color: #111827;\">Manage Invoices<\/strong>, or <strong style=\"color: #111827;\">Purchases<\/strong> \u2192 <strong style=\"color: #111827;\">Purchase Invoices<\/strong>).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click the <strong style=\"color: #111827;\">\u22ef<\/strong> menu at the top of the list, then choose <strong style=\"color: #111827;\">Trash<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The <strong style=\"color: #111827;\">Deleted Items<\/strong> page opens and shows the deleted transactions. Each row shows:\n<ul style=\"margin: 8px 0 0; padding-left: 22px;\">\n<li style=\"margin-bottom: 6px;\"><strong style=\"color: #111827;\">Deleted:<\/strong> the date the transaction was temporarily deleted.<\/li>\n<li style=\"margin-bottom: 6px;\">A <strong style=\"color: #111827;\">Permanent delete in \u2026 days<\/strong> badge showing the days left before automatic permanent deletion (out of 90 days).<\/li>\n<\/ul>\n<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Use the row actions on the transaction you need:\n<ul style=\"margin: 8px 0 0; padding-left: 22px;\">\n<li style=\"margin-bottom: 6px;\"><strong style=\"color: #111827;\">View<\/strong>: opens the transaction to review it.<\/li>\n<li style=\"margin-bottom: 6px;\"><strong style=\"color: #111827;\">Recover<\/strong>: restores the transaction to the main list, and the message <strong style=\"color: #111827;\">Invoice has been recovered<\/strong> appears.<\/li>\n<li style=\"margin-bottom: 6px;\"><strong style=\"color: #111827;\">Clone<\/strong>: creates a new transaction with the same data.<\/li>\n<li style=\"margin-bottom: 6px;\"><strong style=\"color: #111827;\">Permanent Delete<\/strong>: deletes the transaction permanently after confirmation, and the message <strong style=\"color: #111827;\">Invoice has been deleted<\/strong> appears. This can&#8217;t be undone.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If there are no deleted transactions, the message <strong style=\"color: #111827;\">No deleted invoices\/debit notes found.<\/strong> appears.<\/p>\n<h2 id=\"how-it-works\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How the system works<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">When you delete a transaction from the view screen or the list actions, it&#8217;s deleted temporarily and moves to the trash with the same number and all its data, and the deletion is recorded in the activity log.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The deleted transaction <strong style=\"color: #111827;\">disappears from the whole system<\/strong>: the main list, client and supplier balances, cost centers, and all sales, purchases, accounting, and client reports, so it isn&#8217;t included in any results or totals.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The journal entries of the deleted transaction change to &#8220;Draft&#8221; status, and its stock transactions are deleted, while its payments aren&#8217;t deleted but change to a new &#8220;Pending&#8221; status.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The serial number of the deleted transaction isn&#8217;t reused in new transactions, and if the numbering is set as &#8220;Unique&#8221;, it can&#8217;t be entered manually either.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">After 90 days, the transaction is deleted permanently and automatically with its journal entries and payments, without prior notice.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If the branches feature is enabled, the trash shows only the current branch&#8217;s transactions, like the main list.<\/li>\n<\/ul>\n<h2 id=\"validation-rules\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Validation rules<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The current conditions that prevent deletion still apply as they are: transactions linked to payments, requisitions, or notes can&#8217;t be deleted, with the same current messages.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Transactions sent to or approved by a tax authority (ZATCA, the Egyptian Tax Authority, or others) <strong style=\"color: #111827;\">can&#8217;t be deleted, either permanently or temporarily<\/strong>.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":17,"featured_media":0,"template":"","categories":[2151,2188,2196],"tags":[26294,26851,26670,26290,24394,29383,29385,29387],"class_list":["post-140440","tutorial","type-tutorial","status-publish","hentry","category-invoices-operations","category-purchases","category-purchase-invoices","tag-deleted-items","tag-deleted-transactions","tag-manage-deleted-purchase-transactions","tag-manage-deleted-sales-transactions","tag-permanent-deletion","tag-recycle-bin","tag-restore-a-deleted-invoice","tag-soft-delete"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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