Deleting invoices creating during trial
Hello, I am trying to delete invoices that were created during my trial period and do not represent accurate data for my company now that I have purchased the software.
I am returning the products and then clicking delete but the invoices will not disappear from the ledger. Please advise.
Nicole
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Support Staff 1 Posted by Service on 06 May, 2013 05:55 PM
Hello Nicole,
I am sorry that you are having this problem,. Once an invoice is created, it is a final document and cannot be deleted. You can however, credit the original invoice (return), that will in effect wash each other out.
Create Credit Instructions
Viewing Invoice list - You will see the original invoice and credit/return
Open the Invoice
Click the Return button
Enter -quantity to be credited in the # column
(use zero to delete item from credit/return) Click the Allocate Button Click the Invoice Button
Click Pay and choose the same method that you used on the original invoice.
I hope this information was helpful.
Regards,
Michele
Checkout Support
Service closed this discussion on 06 May, 2013 05:55 PM.