Was the invoice created from a sales order?

If you're using Sage 50 Accounts Professional, check if the sales order generated the invoice:

1. Go to Invoices and credits, select the required invoice, then click Edit.
2. On the Details tab, check the Order No field.

If the field contains a number, the system generated this invoice from a sales order.

Is the credit updated?

Check if the system has posted the credit to the ledgers:

• Go to Invoices and credits and check the Posted column. If this shows Yes the system has updated it

You can delete sales orders from the list in Sage 50 Accounts Professional. This can be to correct mistakes, cancel raised orders, correct sales order corruption, or remove unwanted sales orders.

NOTE: If a sales order has a Despatched status of part or complete, deleting the sales order doesn't delete the corresponding invoice. It also doesn't adjust the stock levels on the associated Product Record. You can reverse the incorrectly despatched order.

To check the status of your sales order

1. Click Sales orders then click the Allocated column heading. The list sorts by the allocated status.
2. Click the Despatched column heading. The list sorts by the despatched status.

You've now checked the status of your sales orders. 

To delete your sales orders

1. Go to Sales orders then select the orders to remove. If required, use the Filter option to select a range of orders.  
2. Delete, then click Yes.

If you delete a sales order with a status of Allocated, the quantities allocated on the Product Records reduce.

If the sales order is Complete and you're deleting it to correct or cancel it, manually adjust the stock levels. You'll also need to delete or reverse the invoice that the order generated. 

You've now deleted all of your unwanted sales orders.

Restart

Do you also need to delete the Sales order?

Is the invoice updated?

Check if the system has posted the invoice to the ledgers:

• Go to Invoices and credits and check the Posted column. If this shows Yes the system has updated it

Is it a product or service credit?

To check if it's a product or service credit:

1. Go to Invoices and credits.
2. Check the Type column:

• Product credit - Crd
• Service credit - Scr

Delete the credit from the Invoicing module

Since the system hasn't updated the credit, it hasn't posted any audit trail or stock transactions. This means you can delete the credit from the Invoice and credits window.

• Go to Invoices and credits, select the required credit, click Delete then click Yes.

Is the invoice updated?

Check if the system has posted the invoice to the ledgers:

• Go to Invoices and credits, check the Posted column. If this shows Yes, the system has updated it

Is the invoice updated?

Check if the system has posted the invoice to the ledgers:

• Go to Invoices and credits, check the Posted column. If this shows Yes, the system has updated it

Is it a product or service invoice?

To check if it's a product or service invoice:

1. Go to Invoices and credits.
2. Check the Type column:

• Product credit - Crd
• Service credit - Scr

Delete the invoice from the Invoice and credits module

As the system hasn't updated the invoice, it hasn't posted any audit trail or stock transactions. This means that you can delete the invoice from the Invoice and credits window.

To delete the invoice:

• Go to Invoices and credits, select the required invoice, click Delete then Yes.

 NOTE: After you delete the invoice, there will be a gap in the invoice numbering. Manually overtype the invoice number to reuse this number when creating a new one.

Delete an updated product credit

Updating it posts the following transactions:

• Sales Credit (SC)
• Goods Returned (GR)
  
  NOTE: The system posts a GR transaction for any products showing as a Stock item.

Sage Accounts uses the First In First Out (FIFO) stock system. If you use Sage Accounts for stock control and run the product valuation reports, post an Adjustment Out (AO). Use the same cost price as the original GR transaction. Then adjust every item of stock out, then adjust it all back in again using the appropriate dates and cost prices. This ensures accurate stock control.

1. Go to Invoices and credits, select the credit and click Delete, then Yes.
2. Go to Transactions, select the SC transaction and click Delete.
3. Select Delete again and then Yes.   

   TIP: If the invoice is VAT reconciled you can only reverse the transaction. You can't delete it. 

4. Go to Products and services, select Adjustment out and adjust the stock out.

Delete an updated service credit

Updating a credit posts the following transaction:

• Sales Invoice (SC)

1. Go to Transactions, select the SC transaction and click Delete.
2. Go to Invoices and credits, select the credit and click Delete, then click Yes.
3. Click Delete again, then click Yes. 

   TIP: If the invoice is VAT reconciled you can only reverse the transaction.  You can't delete it. 

Delete a sales order and an updated product invoice

When you despatch a sales order, the system posts the following stock transaction for any products showing as a Stock item:

• Goods Out (GO)

When you update the invoice, the following transaction posts:

• Sales Invoice (SI)

Sage Accounts uses the First In First Out (FIFO) stock system. If you use Sage Accounts for stock control and run the product valuation reports, post an Adjustment In (AI). Use the same cost price as on the original GO transaction.

1. Go to Sales orders, select the order then click Delete and click Yes.
2. Go to Invoices and credits, select the invoice then click Delete and click Yes.
3. Go to Transactions, select the SI transaction and click Delete, click Delete again and click Yes.

    

   TIP: If the invoice is VAT reconciled you can only reverse the transaction. You can't delete it. 

4. Click Products and services and click Adjustment in then adjust the stock in.

Delete a sales order and an invoice which hasn't been updated

When you despatch the sales order, the following transaction posts:

• Goods Out (GO)
  
  NOTE: The system posts a GO transaction for any products showing as a Stock item.

Sage Accounts uses the First In First Out (FIFO) stock system. If you use Sage Accounts for stock control and run the product valuation reports, post an Adjustment In (AI). Ensure you use the same cost price as on the original GO transaction.

1. Go to Sales orders, select the order and click Delete then click Yes.
2. Go to Invoices and credits, select the invoice and click Delete then click Yes.
3. Go to Products and services and click Adjustment in then adjust the stock in.

Delete an invoice produced from a sales order

When you despatch the sales order, the following transaction posts:

• Goods Out (GO)
  
  NOTE: The system posts a GO transaction for any products showing as a Stock item.

When you update the invoice, the following transaction posts:

• Sales Invoice (SI)

1. Go to Invoices and credits, select the invoice and click Delete then click Yes.
2. Go to Transactions, select the SI transaction and click Delete.
3. Click Delete again then click Yes.  TIP: If the invoice is VAT reconciled you can only reverse the transaction. You can't delete it. 

NOTE: To create a new invoice without adjusting out more stock, post a service invoice instead of a product invoice. When you update a product invoice, another GO transaction posts and the stock adjusts out.

Delete the invoice from the Invoicing module

As the system hasn't updated the invoice, it hasn't posted any audit trail or stock transactions. This means that you can delete the invoice from the Invoice and credits window.

• Go to Invoices and credits, select the invoice then click Delete and click Yes.

NOTE: To create a new invoice without adjusting out more stock, post a service invoice instead of a product invoice. When you update a product invoice, another GO transaction posts and the stock adjusts out.

Delete an updated product invoice

When you update an invoice, the following transactions post:

• Sales Invoice (SI)
• Goods Out (GO)
  
  NOTE: The system posts a GO transaction for any products showing as a Stock item.

Sage Accounts uses the First In First Out (FIFO) stock system. If you use Sage Accounts for stock control and run the product valuation reports, post an Adjustment In (AI). Ensure you use the same cost price as on the original GO transaction.

1. Go to Invoices and credits, select the invoice and click Delete then click Yes.
2. Go to Transactions, select the SI transaction and click Delete.
3. Click Delete again, then click Yes. TIP: If the invoice is VAT reconciled you can only reverse the transaction. You can't delete it. 

4. Click Products and services then click Adjustment in and adjust the stock in.

Delete an updated service invoice

When you update an invoice, this posts a Sales Invoice (SI). Delete the invoice and this transaction.

1. Go to Invoices and credits, select the invoice and click Delete, then click Yes.
2. Go to Transactions, select the SI transaction, click Delete.
3. Click Delete again, then and click Yes.

TIP: If the invoice is VAT reconciled you can only reverse the transaction. You can't delete it.