Delete a sales credit note
Description

How you delete the credit note depends on whether it's allocated (paid) or included in a VAT return.

How this works

You can only delete credit notes when they have not been used to pay an invoice and have not been included on a VAT return.

If the credit note has been:

  • Used to pay an invoice, then unallocate the credit note first to remove the link to the invoice
  • Included on a VAT return, you cannot delete the credit note. Reverse the credit note with an invoice instead

Cause
Resolution

Delete a credit note

  1. From Sales, choose Sales credit notes.
  2. Select the check box next to the relevant credit note.
  3. Select Delete from the toolbar.
    How to delete a Sales credit note
  4. Enter the reason for deleting the credit note.
  5. Click Yes.

The credit note status now shows as Void.


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Steps to duplicate
Related Solutions

Edit a sales credit note