Delete a sales credit note

How to delete a sales credit note entered by mistake in Sage Accounting.

You can only delete a credit note if it meets all the following conditions:

• The credit note is unpaid
• The credit note has no allocations
• The credit note isn't on a VAT Return

If the credit note has allocations, remove them before editing it by:

• Delete the refund allocated to the credit note, or
• Unallocating the credit note from the sales invoice

The credit note 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 credit note

1. From Sales, choose Sales credit notes.
2. Select the checkbox next to the relevant credit note.
3. Select Delete from the toolbar.
4. Enter the reason for deleting the credit note.
5. Choose Yes.