Have you posted the credit note?

Check if the system has posted the credit to the ledgers:

1. Go to Invoices and credits and check the Posted column. If this shows 'Yes' the system has updated it.

Is it a product or service credit?

To check if it's a product or service credit:

1. Go to Invoices and credits.
2. Check the Type column:

• Product credit - Crd
• Service credit - Scr

Delete the credit from the Invoice and credits module

The system hasn’t posted the credit note, so there’s no audit trail transaction. That means you can delete the credit from the Invoice and credits module.

1. Go to Invoices and credits and select the required credit.
2. Press Delete then Yes.

Delete an updated product credit

Updating it posts the following transactions:

• Sales Credit (SC)
• Goods Returned (GR)

Sage Accounts uses the First In First Out (FIFO) stock system. If you use Sage Accounts for stock control and run the product valuation reports, post an Adjustment Out (AO). Use the same cost price as the original GR transaction. Then adjust every item of stock out, then adjust it all back in again using the appropriate dates and cost prices. This ensures accurate stock control.

1. Go to Invoices and credits, select the credit and press Delete, then Yes.
2. Go to Transactions, select the SC transaction and press Delete.
3. Select Delete again and then Yes.  

4. Go to Products and services, select Adjustment out and adjust the stock out.

Delete an updated service credit

Updating a credit posts the following transaction:

• Sales Invoice (SC)

1. Go to Transactions, select the SC transaction and press Delete.
2. Go to Invoices and credits, select the credit and press Delete, then Yes.
3. Press Delete again, then press Yes.