Reversing an invoice from 2013

Experienced Cover User Accounts99
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Experienced Cover User
Australia
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Experienced Cover User

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Reversing an invoice from 2013

Good morning

 

I have an overpayment in a Sales for a customer, that goes back to 2013.  We are trying to write it off, but when I raise an invoice our system is set "must have a category" when raising invoices.  This overpayment the actual invoice that was overpaid does not have a category, therefore I am unable to allocate the invoice to the overpayment.

Is there another way I can fix this please.

 

thanks

E

 

3 REPLIES
Super Partner Murray_McKenzie
525 Posts
Super Partner
New Zealand
Murray_McKenzie
Super Partner

525Posts

229Kudos

97Solutions

Re: Reversing an invoice from 2013

You could change your Category setting in Preferences to "Not required" and process the transaction.

I'm pretty sure you can just change it straight back once done.

 

 

Murray McKenzie
B.Com
IRD Registered Tax Agent
Boots 'n All Ltd
Experienced Cover User Accounts99
20 Posts
Experienced Cover User
Australia
Accounts99
Experienced Cover User

20Posts

5Kudos

0Solutions

Re: Reversing an invoice from 2013

Do you know if it will affect anything else if we do that?

 

Thanks :-)

 

Super Partner Murray_McKenzie
525 Posts
Super Partner
New Zealand
Murray_McKenzie
Super Partner

525Posts

229Kudos

97Solutions

Re: Reversing an invoice from 2013

It shouldn't

The only implication would be if anyone else posted a transaction while you had the setting changed and also left the Category off the transaction.

 

It won't affect the P&L at all - just reporting by Category.

 

 

Murray McKenzie
B.Com
IRD Registered Tax Agent
Boots 'n All Ltd
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