If you would like to edit or delete an invoice for a customer and you have already entered a receipt, you may need to first delete the receipt before you can edit or delete the invoice. You need to delete the receipt if you want to change the invoice number or the customer on an invoice or if you want to delete the invoice. Follow these steps:
- From the Tasks menu, select Receive Money. Then, select the List button so you can delete the receipt you entered for the invoice.
- From the list, select the receipt and then OK.
- Once the receipt is displayed, select the Delete toolbar button to remove it.
- From the Tasks
menu, select
-
From the list, select the invoice you want to edit, and click OK.
Once Sage 50 displays the original invoice, make any necessary changes. If this invoice is for items ordered on a sales order, you cannot change the customer ID. If you want to remove the transaction, select the Delete toolbar button. If you were editing the invoice click Save. You will have to enter the receipt for the payment again.
Note: In cases where maintaining an audit trail is important, you will want to void rather than delete an invoice. When should I void an invoice instead of deleting it?