| | Delete a supplier credit (PC) transaction |
| Resolution | Before you start Check which VAT scheme you're using: - Go to Settings, select Company Preferences, then select the VAT tab.
- Check which VAT scheme appears under the VAT Scheme field, then press OK.
Delete the batch credit - Choose your VAT scheme:
▼ Standard VAT Delete the credit - Go to Transactions, select the required transaction, then select Delete.
- Check it's the correct transaction, press Delete, then press Yes.
What happens to the deleted credit What happens to the transaction depends on whether it has been VAT reconciled or not: - Not VAT reconciled - the software marks the transaction as deleted
- VAT reconciled - you're unable to delete the credit, therefore the software posts a batch customer invoice to reverse the credit
▼ VAT Cash Accounting Delete the credit - Go to Transactions and select the required transaction.
- If the transaction is allocated, press Unallocate transaction, then press Yes.
- Press Delete and check it's the correct transaction.
- Press Delete then Yes.
What happens to the deleted credit The software marks the transaction as deleted.
▼ Flat Rate - Invoice based Delete the credit - Go to Transactions, select the required transaction, then select Delete.
- Check it's the correct transaction, press Delete, then press Yes.
What happens to the deleted credit What happens to the transaction depends on whether it has been VAT reconciled or not: - Not VAT reconciled - the software marks the transaction as deleted
- VAT reconciled - you're unable to delete the credit, therefore the software posts a batch customer invoice to reverse the credit
▼ Flat Rate - Cash based Delete the credit - Go to Transactions and select the required transaction.
- If the transaction is allocated, press Unallocate transaction, then press Yes.
- Press Delete and check it's the correct transaction.
- Press Delete then Yes.
What happens to the deleted credit The software marks the transaction as deleted.
[BCB:19:UK - Sales message :ECB]
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