{"id":150631,"date":"2026-10-04T10:11:18","date_gmt":"2026-10-04T10:11:18","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%ad%d8%b0%d9%81-%d8%a7%d9%84%d9%81%d9%88%d8%a7%d8%aa%d9%8a%d8%b1-%d8%a7%d9%84%d8%aa%d8%ac%d8%b1%d9%8a%d8%a8%d9%8a%d8%a9-%d9%88%d8%a7%d9%84%d8%a8%d8%af%d8%a1-%d9%85%d9%86-%d8%ac%d8%af%d9%8a%d8%af\/"},"modified":"2026-10-14T12:18:50","modified_gmt":"2026-10-14T12:18:50","slug":"deleting-test-invoices-and-starting-fresh-with-opening-balances","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/deleting-test-invoices-and-starting-fresh-with-opening-balances\/","title":{"rendered":"Deleting Test Invoices and Starting Fresh with Opening Balances"},"content":{"rendered":"
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If you tried the system at the beginning with test invoices and now want to erase them and start fresh with the real opening balances, this guide explains step by step: how to delete the old data, what may prevent you from deleting, and how to enter the opening balances the right way.<\/p>\n

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\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> There is no single button in the account to erase all the data. If your whole account is a test account and you want to return it to its initial state completely, contact the support team. But if you only want to delete part of the data, follow the next steps.<\/p>\n<\/div>\n

Before You Start: Is E-Invoicing Enabled?<\/h2>\n

This is the most important point, because it determines whether you can delete at all:<\/p>\n\n\n\n\n\n\n\n
Country<\/th>\nCan the Test Invoices Be Deleted?<\/th>\n<\/tr>\n
Saudi Arabia<\/td>\nIf the Saudi e-invoicing app is enabled, no issued invoice can be deleted<\/strong> even if it wasn’t sent to the authority. The solution is issuing a credit note<\/strong> or a refund invoice<\/strong> on it. If you haven’t enabled the app yet, delete the test invoices before<\/strong> enabling.<\/td>\n<\/tr>\n
Egypt<\/td>\nInvoices that weren’t sent to the Tax Authority can be deleted. Sent ones cannot be deleted.<\/td>\n<\/tr>\n
Jordan<\/td>\nInvalid or unsent invoices can be deleted. Valid ones cannot be deleted.<\/td>\n<\/tr>\n
UAE<\/td>\nThere is no restriction on deletion.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
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\u26a0<\/span><\/p>\n

Warning:<\/strong> If you are in Saudi Arabia and you were trying the system, it is best to finish all the trials and delete them, then enable the e-invoice and start the actual work.<\/p>\n<\/div>\n

Step 1: Delete the Returns and Notes First<\/h2>\n

An invoice linked to a return or a note cannot be deleted, and the message \u00abInvoice no. ### cannot be deleted because it is linked to returns, credit notes, or debit notes. Please delete the linked documents first.\u00bb<\/span> appears. So start with them:<\/p>\n

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  1. Open Refund Invoices<\/strong><\/a>, select all the test returns and delete them.<\/li>\n
  2. Open Credit Notes<\/strong><\/a> and delete the test credit notes.<\/li>\n
  3. If you use debit notes, delete them as well.<\/li>\n<\/ol>\n

    Step 2: Delete the Approved Stock Requisitions (If You Use Them)<\/h2>\n

    If stock requisitions are enabled, and the invoice’s requisition was approved, the invoice won’t be deleted before the requisition is deleted.<\/p>\n<\/div>\n

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      \n
    1. Open Stock Requisitions<\/strong><\/a>.<\/li>\n
    2. Search for the requisitions linked to the test invoices and delete them.<\/li>\n<\/ol>\n

      Step 3: Delete the Invoices<\/h2>\n
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      1. Open Sales Invoices<\/strong><\/a>.<\/li>\n
      2. Select the test invoices from the boxes next to them (or select all).<\/li>\n
      3. From the actions choose Delete<\/strong>.<\/li>\n
      4. A confirmation message<\/strong> will appear; click Yes.<\/li>\n<\/ol>\n

        When an invoice is deleted, the system deletes with it its accounting entries and its payments’ entries, returns the stock, and recalculates the client’s balance. You don’t need to delete the payments one by one.<\/p>\n

        If the System Refuses to Delete an Invoice<\/h3>\n\n\n\n\n\n\n\n\n
        The Message<\/th>\nThe Cause<\/th>\nThe Solution<\/th>\n<\/tr>\n
        \u00abYou cannot add, edit, or delete a movement on this day ####, within a closed period\u00bb<\/span><\/td>\nThe invoice date is in a closed period<\/td>\nOpen the period from Fiscal Years<\/strong><\/a><\/td>\n<\/tr>\n
        A message about a closed session<\/td>\nThe invoice is from the point of sale and its session is closed<\/td>\nReopen the session or delete the invoice after canceling the session confirmation<\/td>\n<\/tr>\n
        A message about the approved stock requisition<\/td>\nThe requisition was approved<\/td>\nDelete the requisition first (Step 2)<\/td>\n<\/tr>\n
        \u00abYou cannot remove the movement that falls in a commission record that is approved, rejected, or paid\u00bb<\/span><\/td>\nThe invoice is inside a commission record<\/td>\nReopen the commission record<\/td>\n<\/tr>\n
        A message from the Zakat Authority or the Tax Authority<\/td>\nA locked e-invoice<\/td>\nIssue a credit note instead of deleting<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Step 4: Permanently Delete from the Trash<\/h2>\n

        Deleted invoices don’t disappear directly, but go to the Trash<\/strong><\/a> for 90 days during which you can restore them, then they are deleted automatically. If you want to get rid of them now:<\/p>\n

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        1. From the invoices list click the three dots and choose Trash<\/strong>.<\/li>\n
        2. Select the invoices and choose Permanent Delete<\/strong>, and confirm. This action cannot be undone.<\/li>\n<\/ol>\n
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          \ud83d\udec8<\/span><\/p>\n

          Note:<\/strong> If you want to delete a test client, you won’t be able to as long as it has invoices in the trash; delete them permanently first.<\/p>\n<\/div>\n

          Step 5: Delete the Rest of the Test Data<\/h2>\n