Unallocate a credit note from a sales invoice

Follow these steps to unlink a credit note from a sales invoice in Sage Accounting to correct allocation errors or adjust records.

You can unallocate a credit note from a sales invoice in two ways:

• Directly from the sales invoice
• From the credit note

Choose the method that best suits your workflow and follow the relevant steps below.

 NOTE: Once you unallocate your transactions, the sales invoice and the credit note become outstanding. 

Method one: Unallocate from the sales invoice

1. From Sales, select Sales invoices.
2. Locate the invoice with the allocated credit note.
3. Select the invoice from the list to open the details.
4. From the right-hand side, under Amount Paid, select 1 Payment to view the associated payment.
5. From the Amount column, select the value of the allocated invoice to open the allocation. 
6. Untick the checkbox on the invoice row and the credit note row that you want to unallocate.
7. Select Save, your invoice and credit note will now show outstanding.

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Method two: Unallocate from the credit note

1. From Sales, select Sales credit notes.
2. Find the credit note with the allocated invoice.
3. Select the credit note from the list to open its details.
4. From the right-hand side, under Amount Paid, select 1 Payment to view the associated payment.
5. From the Amount column, select the value of the allocated invoice to open the allocation. 
6. Untick the checkbox on the invoice row and the credit note row that you want to unallocate.
7. Select Save, your invoice and credit note will now show outstanding.