How to clear out an invoice balance if the Add an adjustment invoice option is not available?

Problem

You need to zero out an invoice but you cannot find the Add an adjustment invoice option.

Solution

This issue occurs because the invoice has not been posted or exported. You can delete the invoice items to clear out the invoice.

Remove invoice items from the invoice

1. Search for and go to the invoice you need to clear out the balance for.

2. Check if the invoice status is either not posted or not exported. Only invoices in these statuses can be edited directly.

3. Click the Delete option to remove the items from the invoice. Repeat this step for each item until all items are deleted.

4. After removing all items, your invoice total should now be $0.00, effectively zeroing out the invoice.