Delete invoices

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.

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 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

Since the system hasn’t updated the invoice, there’s no posted transaction or stock movement recorded against it. That means you can delete the invoice directly 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 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
4. Press Delete, click Delete again and click Yes.
5. Go to Products and services and click Adjustment in then adjust the stock in.

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

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,
2. Select the invoice and click Delete then click Yes.
3. Go to Transactions, select the SI transaction and click Delete.
4. 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.