Delete Advanced Field From Proforma Invoice

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Zuletzt aktualisiert am Jan 16, 2026

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Introducing Proforma Invoice Delete Advanced Field Feature

Upgrade your invoicing process with our latest feature that allows you to easily remove advanced fields from your proforma invoices.

Key Features:

Seamless deletion of advanced fields on proforma invoices
User-friendly interface for quick and efficient editing
Customizable options to fit your specific invoicing needs

Potential Use Cases and Benefits:

Streamline your invoicing process by removing unnecessary fields
Easily tailor proforma invoices to suit each client's requirements
Reduce confusion and errors by presenting only relevant information

Solve your invoicing woes and create professional-looking proforma invoices with ease using the Proforma Invoice Delete Advanced Field feature.

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How to Delete Advanced Field From Proforma Invoice

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Select the template from your list or tap Add New to upload the Document Type from your desktop computer or mobile phone.
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Use sophisticated capabilities to incorporate fillable fields, rearrange pages, date and sign the printable PDF document electronically.
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Click the DONE button to finish the modifications.
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Because proforma invoices are not official invoices (they should always be marked as 'Proforma' and do not have an invoice number), it is not necessary to create a credit note to cancel or change a proforma invoice.
Voiding an invoice will keep the invoice number and list it in reports but changes the amounts to zero. Hence, if you want to stop a particular payment from being realized by QuickBooks, select void. For removing the receipt from QuickBooks, select delete.
Consider the following before you decide to delete or void a bill/bill payment check: Voiding changes the amount of the transaction to zero but keeps a record of the transaction in QuickBooks. Deleting removes the transaction entirely in QuickBooks. It also causes the bill(s) paid to return to an unpaid status.
Voiding an invoice will keep the invoice number and list it in reports but changes the amounts to zero. Hence, if you want to stop a particular payment from being realized by QuickBooks, select void. For removing the receipt from QuickBooks, select delete.
To Void: Click on Void bill or Void Bill Payment. To Delete: Select Delete Bill or Delete Bill Pmt.
Void or delete an invoice, bill, or other transactions Fortunately, QuickBooks Online lets you void or delete transactions. Voiding a transaction is almost always preferred over deleting.
Delete the bill from the Bill window Open the bill to delete using one of these methods: From the left menu, select Expenses, and select the appropriate bill from the Expense Transactions list. In the Accounts Payable register in the Chart of Accounts, locate and select the bill. Select the bill from within a report.
Void a Transaction in QuickBooks. Void a transaction when you need to remove the financial effect of a transaction, but still need to retain certain information. Make sure you are working in an open accounting period when you use the void function.
Voiding an invoice will keep the invoice number and list it in reports but changes the amounts to zero. Hence, if you want to stop a particular payment from being realized by QuickBooks, select void. For removing the receipt from QuickBooks, select delete.
Click Reports in the main menu. Select Accountants and Taxes followed by Voided/Deleted Transactions Detail from the context menu. Go the voided transaction that you want to retrieve in the list of voided transactions.
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