Stampli does not have a standard Delete option for invoices. However, invoices that were sent or uploaded by mistake can be removed by using Cancel/Reject Invoice and selecting Test as the reason.
This action requires AP Authorizer permissions.
Remove an Invoice Sent by Mistake
To remove the invoice:
Open the invoice that was sent or uploaded by mistake.
If needed, click Enable AP Handling.
This may be required depending on the invoice status.
This action requires AP Authorizer permissions.
Click Cancel/Reject Invoice.
Select Test as the reason.
What Happens When You Select “Test”
When Test is selected as the cancellation reason, the invoice is removed from:
Invoice Processing tabs
My Past Invoices
Search results
Reports
If You Do Not Have AP Authorizer Permissions
If you do not have AP Authorizer permissions, reject the invoice first.
Then, ask an AP Authorizer to complete the Cancel/Reject Invoice action and select Test as the reason. This will fully remove the invoice from Stampli.
If the Invoice Already Exported
If the invoice was already exported to your ERP or accounting system, it must also be deleted there.
Removing the invoice from Stampli does not automatically remove it from your ERP or accounting system.