Remove unwanted quotations, invoices, credits, or orders

How to reduce the size of your data in Sage 50 Accounts, to make it easier to find records.

If required, you can make an archive before you remove any information, in case you need to access it later.

To remove unwanted quotations, invoices, credits, or orders:

1. Open the relevant module:
   • Quotations - only Lost quotes can be deleted. To delete quotes with a different status, delete them in either Invoices and credits or Sales orders
   • Invoices and credits
   • Sales orders - Sage 50 Accounts Professional only
   • Purchase orders - Sage 50 Accounts Professional only
2. Select the items you want to remove.
   
   To select items before a specified date, use the search option to show the required records > Swap. For help with using the search option, refer to this article.
3. Press Delete then Yes.