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8-5 Deleting an Invoice

Deleting an Invoice​

Table of Contents​

Deleting an Invoice 2

Processing Summary 2

Processing Dialog 2

Deleting an Invoice​

Processing Summary​

  • Work With Receivables
  • Delete an Invoice

Processing Dialog​

To delete an invoice, go to the Work With Receivables panel in the A/R Main Menu as shown below:

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Locate the invoice to be deleted, place the "Delete" option beside the invoice, and press <Enter>. Note, you may only delete an invoice that has a status of DU (Due). The following panel will prompt:

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Key in the Adjustment Reason for the invoice and press <Enter> to confirm the deletion or <F12> to avoid deleting the invoice. If the user presses <Enter> to delete the invoice and the invoice originated from a warehouse receipt the following warning panel will be displayed:

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The above screen is necessary to caution the user, because the delete function will change inventory balances if the invoice originates from a warehouse receipt. To continue with the deletion, press <Enter> or select <F12> to cancel the deletion.

Once an invoice has been deleted, the invoice will be displayed in the "DL" (delete) status in the Work With Receivables panel. An inquiry of the invoice will show that the amount paid toward the invoice is zero and the amount due is zero.