Delete a sales invoice

Summary

How to delete a sales invoice in Accounting Start.

Resolution

What you need to know

You can only delete or edit invoices when they are not paid and are not included on a VAT Return.

If you have a payment or credit note attached to the invoice, you'll need to delete them before you're able to delete the invoice.

Once deleted the invoice status shows as Void and you won't be able to recover the invoice. For auditing purposes, you can't re-use the invoice number.

Delete an invoice included on a draft VAT Return >

If you've only created the VAT Return and not yet submitted to HMRC, delete the draft VAT Return first.

Select Reports.
Choose VAT Returns.
Select the Delete icon next to the draft VAT Return.

You can now delete the invoice.

Delete an invoice included on a submitted VAT Return >

Once you've included an invoice on a VAT Return you can't edit or delete it. Reverse the invoice by creating a credit note.

Create a credit note from the invoice. Go to Sales.
Open the relevant sales invoice, then select Add credit note.
If required, enter a reference. For example, Invoice reversal.
Enter any notes and Save.
You can now create a new invoice if required.

The credit note will appear on the next VAT Return, and your VAT liability adjusted.

NOTE: On the cash accounting scheme, it's the payment, not the invoice, included on the VAT Return.

Delete an invoice

NOTE: Once you delete/void an invoice, you can't get it back and would need to enter a new invoice instead.

Go to Sales.
Select the check box next to the relevant invoice.
Select Delete from the toolbar.
Enter the reason for deleting the invoice.
Choose Yes.

TIP: If you need to see what was on the voided invoice, you can view it within the Audit Trail report.

Solution Properties

Solution ID: 222001000100268
Last Modified Date: Wed Dec 13 11:37:33 UTC 2023
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