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

To check this:

  1. Click Settings then click Company Preferences and click the VAT tab.
  2. Check which VAT scheme appears under VAT Scheme box, then click OK.

What are you using?

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

Delete the invoice

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

TIP: Unable to delete?  

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 transaction is marked as deleted
  • VAT reconciled - the original invoice can't be deleted, therefore a batch customer credit is posted to reverse the invoice
Back

Delete the invoice

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

TIP: Unable to delete? Read more > 


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 transaction is marked as deleted
  • VAT reconciled - the original invoice can't be deleted, therefore a batch customer credit is posted to reverse the invoice
Back

NOTE: If you attempt to delete a PI that was posted in a previous financial year, the following message appears: 'Date entered is outside current financial year.'

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