| | Delete a customer invoice (SI) transaction |
| Resolution | [BCB:18:Wizard code:ECB]
Select your VAT scheme to see the correct stepsThe steps to delete a customer invoice (SI) differ depending on what VAT scheme you are using. To view the correct steps, choose your VAT scheme below. To check this: - Click Settings then click Company Preferences and click the VAT tab.
- Check which VAT scheme appears under VAT Scheme box, then click OK.
What are you using? Standard VATnull;null;wiz_std,wiz_start VAT Cash Accountingnull;null;wiz_vca,wiz_start Flat Rate - Invoice basednull;null;wiz_std,wiz_start Flat Rate - Cash basednull;null;wiz_vca,wiz_start Delete the invoice - Click Customers and click the required customer then click Activity.
- Click the customer invoice, SI, you want to delete.
- If the invoice is allocated, click Unallocate transaction then click Yes.
- Click Delete transaction, make sure it's the correct invoice, then click Delete.
- Depending on whether the invoice is VAT reconciled or not, you're prompted to either delete, or reverse the transaction.
Click Yes to whichever message appears, then click Close. What happens to the deleted invoice? When you delete a customer invoice under VAT Cash Accounting, it's marked as deleted. Backnull;null;wiz_start,wiz_vca Delete the invoice - Click Customers and click the required customer then click Activity.
- Click the customer invoice, SI, you want to delete then click Delete transaction.
- Check the details to make sure it's the correct transaction, then click Delete.
- Depending on whether the invoice is VAT reconciled or not, you're prompted to either delete, or reverse the transaction.
Click Yes to whichever message appears, then click Close. 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.
Backnull;null;wiz_start,wiz_std [BCB:19:UK - Sales message :ECB]
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