---
title: "Records deletion"
slug: "records-deletion"
updated: 2023-07-19T12:17:47Z
published: 2023-07-19T12:17:47Z
canonical: "help.elorus.com/records-deletion"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.elorus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Records deletion

There are two ways to delete records (e.g. contacts, documents) in Elorus:

- Bulk records deletion
- Single record deletion

**Attention: The delete action is irreversible, so use it wisely.** To avoid mistakes that will result in data loss, Elorus does not allow you to delete certain records. For further information, refer to the Data integrity paragraph below.

### Bulk records deletion

In order to delete bulk records, you have to visit the overview list on the records page. On the right of each record, there is a selection box. Once you select the desired records, you have to set the desired action. From the popup menu *“Actions”* select *“Delete selected”*, as shown in the picture below:

![delete selected contacts 1](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/delete%20selected%20contacts%20%281%29.png)

### Single record deletion

Apart from bulk deletion, you may easily delete every record from its *“Edit”* page. On the bottom of the page, next to the save buttons, there is a delete option.

![image 11](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/image%20%281%29%281%29.png)

#### Data integrity

In several occasions, Elorus will not allow you to proceed with deleting records if certain conditions do not apply. For instance, if you attempt to delete a document series linked to invoices, the deletion will not be completed. In that case, you will view the message shown in the picture below: ![Screenshot_48](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/Screenshot_48.png)

**Note:** In the case of bulk deletion, should any of the selected records not meet the deletion conditions, Elorus will prevent the action altogether.

### Deletion conditions

#### Contacts

Before you can delete a contact, all the following conditions should apply:

- Not be linked with sales documents (credit or debit)
- Not be linked with purchases documents (credit or debit)
- Not be linked with estimates
- Not be linked with receipts or payments
- Not be linked with recurring records (recurring sales or purchases / recurring receipts or payments)
- Not be linked with cheques (incoming or outgoing)

#### Documents

All sales and purchases documents, either debit or credit, can be deleted if the following conditions apply:

- Be in a draft state. If a document is issued, it can not be deleted. To convert a document into a draft, you should edit it - you should delete any related payments first. The system will ask you if you are sure you want to convert it into a draft and you should choose "Yes, set status back to draft".

![image 21](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/image%20%282%29%281%29.png)

- Must not be linked with receipts or payments. To delete receipts or payments can do so from the Cash flow menu, select the records and click on **Actions -> Delete selected.**

In case you wish to delete a draft document converted from an estimate, then the document can be deleted and Elorus will assume that this particular quote has not yet been issued.

#### Estimates

Estimates can only be deleted while in a draft state.

#### Document / estimates series

Document series can be deleted if there are no documents or recurring documents associated. Similarly, the series of estimates must not be linked with issued estimates.

#### Bank cheques

You can delete an incoming or outgoing cheque only if not related to receipts or payments.

#### Templates

Your templates cannot be deleted if used by credit/debit documents or estimates. Also you are not allowed to delete the organization’s default template, but only the ones you created yourself.

#### Taxes

It is possible to delete taxes as long as they are not associated with issued commercial documents.

## Related

- [Create your Templates](/templates.md)