Summary
How to delete a sales invoice in Sage Accounting.
Description
You can only delete an invoice if it meets all the following conditions:
- The invoice is unpaid
- The invoice has no allocations
- The invoice isn't on a VAT Return
If the invoice has allocations, remove them before editing it by:
- Unallocating the customer receipt from the sales invoice, or
- Unallocating the credit note from the sales invoice
The invoice is on a VAT Return:
- If it's included on a draft VAT Return, delete the VAT Return before deleting the invoice
- If it's included on a submitted VAT Return, you can't delete the invoice, instead reverse the sales invoice
Resolution
Delete an invoice
- From Sales, choose Sales Invoices.
- Select the check box next to the relevant invoice.
- Select Delete from the toolbar.
- Enter the reason for deleting the invoice.
- Choose Yes.