{"id":155011,"date":"2026-11-01T12:50:15","date_gmt":"2026-11-01T12:50:15","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=155011"},"modified":"2026-11-01T13:33:09","modified_gmt":"2026-11-01T13:33:09","slug":"how-to-delete-an-advance-payment-and-restore-it-from-the-trash","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-delete-an-advance-payment-and-restore-it-from-the-trash\/","title":{"rendered":"How to Delete an Advance Payment and Restore It from the Trash"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text el_class=&#8221;tut-intro&#8221;]When you delete an advance payment invoice, it isn&#8217;t deleted permanently right away. It moves to the <strong>Trash<\/strong> and stays there for <strong>90 days<\/strong>, during which you can restore it. If the advance payment is distributed to sales invoices, the system asks you to confirm the deletion because the distribution will be removed. This tutorial explains how to delete an advance payment, what happens after deletion, and how to restore it from the Trash or delete it permanently.[\/vc_column_text][vc_column_text el_class=&#8221;tut-toc&#8221;]Contents<\/p>\n<ol>\n<li><a href=\"#before-you-begin\">Before You Begin<\/a><\/li>\n<li><a href=\"#delete\">Steps to Delete an Advance Payment<\/a><\/li>\n<li><a href=\"#after-delete\">What Happens After Deletion<\/a><\/li>\n<li><a href=\"#restore\">Steps to Restore an Advance Payment from the Trash<\/a><\/li>\n<li><a href=\"#permanent\">Permanent Deletion<\/a><\/li>\n<li><a href=\"#blocked\">When Deleting or Restoring Isn&#8217;t Possible<\/a><\/li>\n<li><a href=\"#faqs\">FAQs<\/a><\/li>\n<\/ol>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;before-you-start&#8221;][vc_column][vc_custom_heading text=&#8221;Before You Start&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000000101{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-check&#8221;]<\/p>\n<ul>\n<li>To delete the advance payment: permission to edit and delete invoices (all invoices, or the invoices you created).<\/li>\n<li>To open the <strong>Trash<\/strong> and restore or permanently delete the advance payment: the <strong>Manage Deleted Sales Transactions<\/strong> permission.<\/li>\n<li>The advance payment date must not be within a closed financial period.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;delete&#8221;][vc_column][vc_custom_heading text=&#8221;Steps to Delete an Advance Payment&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000000102{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"1\">\n<li>From the main menu, select <strong>Sales<\/strong>, then <a href=\"https:\/\/go.daftra.com\/owner\/invoices\/index\" target=\"_blank\" rel=\"noopener\">Manage Invoices<\/a>, and open the advance payment invoice you want to delete.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;154991&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"2\">\n<li>Click <strong>More Options<\/strong>, then <strong>Delete<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;154993&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"3\">\n<li>The delete confirmation page opens. If the advance payment is distributed to a sales invoice, the message <span class=\"tut-msg\">Advance Payment #&#8230; is distributed to invoice &#8230;; By deleting it the distribution will be removed, are you sure you want to delete?<\/span> appears. Click <strong>Yes<\/strong> to confirm the deletion.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;154995&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"4\">\n<li>A message appears confirming that the advance payment was moved to the <strong>Trash<\/strong> for 90 days, with a <strong>View Trash<\/strong> link.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;154997&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-warning&#8221; icon_fontawesome=&#8221;fas fa-exclamation-circle&#8221; el_class=&#8221;tut-callout tut-warning&#8221;]<strong>Warning:<\/strong> When you delete a distributed advance payment, its distribution to sales invoices is deleted permanently. The distribution doesn&#8217;t come back when you restore the advance payment from the Trash.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;after-delete&#8221;][vc_column][vc_custom_heading text=&#8221;What Happens After Deletion&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000000103{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-table&#8221;]<\/p>\n<table>\n<thead>\n<tr>\n<th>Item<\/th>\n<th>What happens on deletion<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Advance payment invoice<\/td>\n<td>Moves to the Trash and stays there for 90 days, then is deleted permanently and automatically.<\/td>\n<\/tr>\n<tr>\n<td>Advance payment&#8217;s payments<\/td>\n<td>Are suspended along with the advance payment, and return to their previous status when it&#8217;s restored.<\/td>\n<\/tr>\n<tr>\n<td>Journal entry of the advance payment and its payments&#8217; entries<\/td>\n<td>Are deleted, and recreated on restore.<\/td>\n<\/tr>\n<tr>\n<td>Distribution of the advance payment to sales invoices<\/td>\n<td>Is deleted permanently and doesn&#8217;t come back on restore.<\/td>\n<\/tr>\n<tr>\n<td>Sales invoices the payment was distributed to<\/td>\n<td>The paid amount, balance due, and payment status of each invoice are recalculated, so its status may change from <strong>Paid<\/strong> to <strong>Partially Paid<\/strong> or <strong>Unpaid<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;restore&#8221;][vc_column][vc_custom_heading text=&#8221;Steps to Restore an Advance Payment from the Trash&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000000104{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"5\">\n<li>From the <a href=\"https:\/\/go.daftra.com\/owner\/invoices\/index\" target=\"_blank\" rel=\"noopener\">Manage Invoices<\/a> page, click the menu button (<strong>&#8230;<\/strong>) at the top of the page, and select <strong>Trash<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;154999&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-info&#8221; el_class=&#8221;tut-callout tut-note&#8221;]<strong>Note:<\/strong> The <strong>Trash<\/strong> option appears only if you have the <strong>Manage Deleted Sales Transactions<\/strong> permission and the Trash contains a deleted invoice or advance payment.[\/vc_message][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"6\">\n<li>On the <strong>Deleted Items<\/strong> page, click (<strong>&#8230;<\/strong>) next to the advance payment, then <strong>Recover<\/strong>. You can also open the deleted advance payment and click <strong>Recover<\/strong> from its page.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155001&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"7\">\n<li>In the confirmation message <span class=\"tut-msg\">Are you sure you want to recover this record?<\/span>, confirm the restore. The message <span class=\"tut-msg\">Advance Payment has been recovered<\/span> appears.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155003&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"8\">\n<li>If the advance payment was distributed before you deleted it, distribute it again: open the sales invoice, click (<strong>&#8230;<\/strong>), then <strong>Distribute Advance Payment<\/strong>. For details, see <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/distribute-an-advance-payment-across-a-sales-invoice\/\" target=\"_blank\" rel=\"noopener\">Distribute an Advance Payment Across a Sales Invoice<\/a>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155005&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-success&#8221; icon_fontawesome=&#8221;fas fa-check-circle&#8221; el_class=&#8221;tut-callout tut-tip&#8221;]<strong>Result:<\/strong> The advance payment returns to the invoices list with its payments and journal entries, and its full amount stays undistributed until you distribute it again.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;permanent&#8221;][vc_column][vc_custom_heading text=&#8221;Permanent Deletion&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000000105{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"9\">\n<li>To delete the advance payment permanently before the period ends, click (<strong>&#8230;<\/strong>) next to it in the Trash, then <strong>Permanent Delete<\/strong>, and confirm the message <span class=\"tut-msg\">Are you sure you want to delete the following invoice with all related data?<\/span><\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155007&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_single_image image=&#8221;155009&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-info&#8221; el_class=&#8221;tut-callout tut-note&#8221;]<strong>Note:<\/strong> Each item in the Trash shows the number of days left before it&#8217;s deleted permanently, such as <strong>Permanent delete in 5 days<\/strong>. After 90 days from deletion, the system deletes it permanently and automatically.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;blocked&#8221;][vc_column][vc_custom_heading text=&#8221;When Deleting or Restoring Isn&#8217;t Possible&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000000106{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-table&#8221;]<\/p>\n<table>\n<thead>\n<tr>\n<th>Case<\/th>\n<th>What happens<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>The advance payment date is within a closed financial period.<\/td>\n<td>You can&#8217;t delete or restore it until the period is opened.<\/td>\n<\/tr>\n<tr>\n<td>The advance payment is linked to a refund, credit note, or debit note.<\/td>\n<td>You can&#8217;t delete it; delete the linked documents first.<\/td>\n<\/tr>\n<tr>\n<td>The advance payment was sent to and accepted by the e-invoicing system.<\/td>\n<td>You can&#8217;t delete it. For Saudi e-invoicing (ZATCA), create a credit note to cancel it instead of deleting it.<\/td>\n<\/tr>\n<tr>\n<td>You don&#8217;t have permission to delete invoices, or the <strong>Manage Deleted Sales Transactions<\/strong> permission.<\/td>\n<td>You can&#8217;t delete, or you can&#8217;t open the Trash, restore, or delete permanently.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;faq&#8221;][vc_column][vc_custom_heading text=&#8221;FAQs&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1793539050995{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;}&#8221;][vc_toggle title=&#8221;Does the advance payment&#8217;s distribution come back when I restore it?&#8221; el_class=&#8221;tut-faq&#8221;]No. The distribution is deleted permanently when you delete the advance payment. After restoring it, distribute it again from <strong>Distribute Advance Payment<\/strong> in the sales invoice.[\/vc_toggle][vc_toggle title=&#8221;How long does the advance payment stay in the Trash?&#8221; el_class=&#8221;tut-faq&#8221;]It stays for 90 days from the deletion date, then the system deletes it permanently and automatically. You can delete it permanently before that with <strong>Permanent Delete<\/strong>.[\/vc_toggle][vc_toggle title=&#8221;Why doesn&#8217;t the Trash option appear?&#8221; el_class=&#8221;tut-faq&#8221;]Because you don&#8217;t have the <strong>Manage Deleted Sales Transactions<\/strong> permission, or because the Trash doesn&#8217;t contain any deleted invoice or advance payment.[\/vc_toggle][vc_toggle title=&#8221;Does the sales invoice status change after deleting an advance payment distributed to it?&#8221; el_class=&#8221;tut-faq&#8221;]Yes. The invoice&#8217;s paid amount and balance due are recalculated, so its status may change from <strong>Paid<\/strong> to <strong>Partially Paid<\/strong> or <strong>Unpaid<\/strong>.[\/vc_toggle][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":39,"template":"","categories":[2149,8256],"tags":[26848,17259,26959,26294,26963,26961,26962,26290,26299,26960,26293,20857],"class_list":["post-155011","user_manual","type-user_manual","status-publish","hentry","category-invoices-and-estimates","category-advanced-payments","tag-advance-payment-distributions","tag-advance-payment-invoice","tag-delete-an-advance-payment","tag-deleted-items","tag-does-the-distribution-come-back-after-restoring-an-advance-payment","tag-how-do-i-delete-an-advance-payment","tag-how-do-i-restore-a-deleted-advance-payment","tag-manage-deleted-sales-transactions","tag-permanent-delete","tag-recover-deleted-advance-payment","tag-restore-advance-payment","tag-trash"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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