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Delete a supplier invoice (PI) transaction

Created on  | Last modified on 

Summary

How to delete a supplier invoice In Sage 50 Accounts.

Resolution

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’re using. To view the correct steps, choose your VAT scheme below.

To check this:

  1. Go to Settings, select Company Preferences, then the VAT tab.
  2. Check which VAT scheme appears under the VAT Scheme field, then press OK.

What are you using?

Standard VAT Flat Rate - Invoice Based VAT Cash Accounting Flat Rate - Cash Based

Delete the invoice

  1. Go to Suppliers, then select the required supplier.
  2. Select Activity then select the invoice you want to delete.
  3. If the transaction is allocated, select Unallocate transaction, then press Yes.
  4. Select the invoice you want to delete, then select Delete transaction.
  5. Check it's the correct transaction, Delete, then press Yes.

Why you're unable to delete the transaction.

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 software marks the transaction as deleted
  • VAT reconciled - you can't delete the original invoice, so the software creates a batch customer credit to reverse the invoice
Back

Delete the invoice

  1. Go to Suppliers, then select the required supplier.
  2. Select Activity, select the invoice you want to delete, then select Delete transaction.
  3. Check it's the correct transaction, press Delete, then Yes.

Why you're unable to delete the transaction.


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 software marks the transaction as deleted
  • VAT reconciled -  you can't delete the original invoice, so the software creates a batch customer credit to reverse the invoice
Back

 

NOTE:

If you delete a PI that you created in a previous financial year, the following message appears: 'Date entered is outside current financial year.'

  

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