If you can't delete a sales credit note, you need to reverse it instead.

Reversing creates an opposing transaction that cancels the original credit note. This:

• Removes the customer's outstanding credit
• Reverses values posted to your ledger accounts
• Cancels out the related VAT reclaimable

You can't delete a sales credit note if:

• The credit came from another accounting system when you migrated your data
• The credit has an allocated refund or invoice
• It's included on a VAT Return
• The credit is both paid and included on a VAT Return

If you included the credit on a submitted VAT Return, reverse it after removing any allocations.

If your invoice has transaction allocated, read unallocate a credit note from a sales invoice before following the steps in this guide.

You need to create and allocate a sales invoice to the credit note to reverse it.

Create a sales invoice with the same details as the credit note, then allocate it:

1. Go to Contacts, then Customers.
2. Open the relevant customer record.
3. Select Manage and then Account Allocation.
4. Select the checkbox on the credit note and the invoice.
5. Select Save.

The invoice and credit note now cancel each other out. You can now recreate the credit note if applicable.

Delete a refund allocated to a credit note