Accidentally deleted an important invoice, estimate, or expense? Don't worry. Invoizar keeps your deleted documents safe in the Trash for 30 days, giving you plenty of time to recover anything you removed by mistake.
Understanding the Trash Feature
When you delete any document in Invoizar—whether it's an invoice, estimate, quote, expense, or other record—it doesn't disappear immediately. Instead, it moves to a secure Trash folder where it stays for 30 days. This safety net protects you from accidental deletions and gives you time to reconsider before documents are permanently removed from your system.
What Can Be Restored
The Trash feature works with all document types in Invoizar:
Invoices
Estimates and Quotes
Delivery Notes
Purchase Orders
Credit Notes
Each deleted item retains all its original information—client details, line items, amounts, dates, and attachments—so when you restore something, it comes back exactly as it was.
How to Delete Documents
Before we discuss restoration, here's how documents end up in the Trash:
Step 1: Open the Document
Navigate to the document you want to delete (invoice, estimate, expense, etc.) and open it to view the details.
Step 2: Access More Options
Look for a More Options button, typically displayed as three dots (⋯) either at the top right of the screen or in the document toolbar.
Step 3: Select Delete
Tap More Options to reveal a menu with various actions. Look for and tap the Delete option.
Step 4: Confirm Deletion
Invoizar will ask you to confirm that you want to delete this document. Tap Confirm or Yes to move the document to Trash.
The document immediately disappears from your main document lists but remains accessible in the Trash folder for the next 30 days.
Accessing the Trash Folder
Finding your deleted documents is straightforward once you know where to look:
Step 1: Open the Tools Menu
Tap the Tools icon in your navigation menu ( located at the bottom of your screen )
Step 2: Navigate to Settings
In the Tools section, select Settings to access your app configuration options.
Step 3: Open More Options
Within Settings, look for and tap More Options. This reveals additional settings and features.
Step 4: Select Trash
In the More Options menu, you'll find Trash or Deleted Items. Tap this to open your Trash folder and view all recently deleted documents.
Viewing Deleted Documents
Once you're in the Trash folder, you'll see a list of all documents you've deleted within the past 30 days:
What You'll See:
Document type (Invoice, Estimate, Expense, etc.)
Document number or reference
Client name (if applicable)
Amount or total
Date the document was deleted
Days remaining before permanent deletion
The list is typically organized by deletion date, with the most recently deleted items appearing first.
Restoring Documents from Trash
Recovering a deleted document takes just a few taps:
Step 1: Open the Trash Folder
Follow the path: Tools > Settings > More Options > Trash to access your deleted documents.
Step 2: Locate the Document to Restore
Scroll through the list of deleted items to find the specific document you want to recover. You can typically search by document number, client name, or use filters to narrow down the list.
Step 3: Select the Document
Tap on the document you want to restore to open its details or select it from the list.
Step 4: Choose Restore Option
Look for a Restore button, typically located at the bottom of the document preview or in the actions menu.
Step 5: Confirm Restoration
Tap Restore to move the document back to its original location. Invoizar may ask you to confirm the restoration.
Step 6: Verify Recovery
The document is immediately removed from Trash and returns to your active document list, exactly as it was before deletion. Navigate to your invoices, estimates, or expenses to confirm it's back where it belongs.
What Happens After Restoration
When you restore a document:
Returns to Original Location:
The document appears back in its proper section (Invoices, Estimates, Expenses, etc.)
Maintains All Data:
Every detail remains intact—client information, line items, totals, dates, payment status, notes, and attachments
Keeps Original Status:
If an invoice was marked as paid, overdue, or draft, it returns with the same status
Preserves History:
Any payment records, client communications, or activity logs remain connected to the document
Available Immediately:
The restored document is instantly accessible for viewing, editing, sending to clients, or including in reports
The 30-Day Window
Understanding the timeline is crucial:
Days 1-30 After Deletion:
Documents remain in Trash and can be restored at any time. You have full access to view and recover them.
Day 31:
Documents are automatically and permanently deleted from the system. This happens automatically without additional notification.
After Permanent Deletion:
Once the 30-day window closes, documents cannot be recovered through Invoizar. They are completely removed from your account.
Best Practices for Managing Deleted Items
Review Trash Regularly
Check your Trash folder weekly to ensure nothing important was deleted accidentally. It's easier to catch mistakes early.
Restore Before the Deadline
Don't wait until day 29 to restore important documents. Recover them as soon as you realize they were deleted in error.
Double-Check Before Deleting
Before confirming deletion, make sure you're removing the correct document. Take a moment to verify the document number and client name.
Export Important Data First
If you're cleaning up old documents but want to keep records, export or save copies before deleting them.
Use Filters Wisely
When viewing Trash, use available filters to find specific document types or date ranges quickly.
Understand Permanent Deletion
Remember that after 30 days, recovery is impossible. If you're unsure about deleting something, leave it in your active documents or restore it from Trash.
What Cannot Be Restored
While Invoizar's Trash feature is comprehensive, there are some limitations:
Documents Deleted More Than 30 Days Ago:
Once the 30-day window expires, permanent deletion occurs and recovery is impossible.
Manually Purged Items:
If Invoizar offers an "Empty Trash" or "Permanently Delete" option and you use it, those documents cannot be recovered.
Items Deleted from Other Devices:
If you delete a document on one device, it moves to Trash across all devices. The 30-day window applies regardless of which device you use.
Client or Item Records:
The Trash feature typically applies to documents, not to client profiles or item catalog entries, which may have different deletion policies.
Preventing Accidental Deletions
Take these precautions to avoid mistakes:
Use Descriptive Document Numbers
Implement a clear numbering system so you can easily identify documents before deleting.
Mark Instead of Delete
If you're unsure about removing something, consider marking it as "Archived" or "Inactive" instead of deleting it.
Restrict Delete Permissions
If you have team members, ensure only authorized users can delete documents.
Regular Backups
Even with the Trash feature, maintain regular backups of critical business data outside of Invoizar.
Train Your Team
Make sure everyone who uses Invoizar understands how deletion and restoration work.
Bulk Restoration
If your version of Invoizar supports it, you may be able to restore multiple documents at once:
Check for Select All:
Look for a checkbox or select option in the Trash folder.
Select Multiple Items:
Tap checkboxes next to each document you want to restore.
Use Bulk Restore:
Look for a Restore Selected or Restore All button to recover multiple documents simultaneously.
This feature saves significant time if you need to recover many documents that were deleted during a cleanup or by mistake.