Select your VAT scheme to see the correct steps
The steps to delete a supplier invoice (PI) transaction differ depending on what VAT scheme you are using. To view the correct steps, choose your VAT scheme below.
To check this:
- Click Settings then click Company Preferences and click the VAT tab.
- Check which VAT scheme appears under VAT Scheme box, then click OK.
What are you using?
Standard VAT Flat Rate - Invoice Based VAT Cash Accounting Flat Rate - Cash Based Delete the invoice
- Click Suppliers, then click the required supplier.
- Click Activity then click the invoice you want to delete.
- If the transaction is allocated, click Unallocate transaction then click Yes.
- Click the click the invoice you want to delete then click Delete transaction.
- Check it's the correct transaction then click Delete then click Yes.
TIP: Unable to delete? Read more >
What happens to the deleted invoice
What happens to the transaction depends on whether it has been VAT reconciled or not:
- Not VAT reconciled - the transaction is marked as deleted.
- VAT reconciled - the original invoice can't be deleted, therefore a batch customer credit is posted to reverse the invoice.
Back Delete the invoice
- Click Suppliers, then click the required supplier.
- Click Activity, click the invoice you want to delete then click Delete transaction.
- Check it's the correct transaction, click Delete then click Yes.
TIP: Unable to delete? Read more >
What happens to the deleted invoice
What happens to the transaction depends on whether it has been VAT reconciled or not:
- Not VAT reconciled - the transaction is marked as deleted.
- VAT reconciled - the original invoice can't be deleted, therefore a batch customer credit is posted to reverse the invoice.
Back
NOTE: If you attempt to delete a PI that was posted in a previous financial year, the following message appears: 'You are about to amend a transaction that was posted in a previous financial year. This may affect the balances of your previous year accounts.' Read more >
[BCB:19:UK - Sales message :ECB]
[BCB:281:UKI Wizard:ECB]