Delete sales payment is inactive

Maria_Row

Hi,

 

I have full permission in MYOB (can delete transactions etc.), the period I am working on is not locked. This transaction hasn't been reconciled. Yes, transfer from deposits is involved.

 

I have the following issue - delete payment option is inactive.

 

Payment has been applied as follows:

 

1. Order Status - Deposit

2. Invoivce Status - Payment has been applied for the balance.

 

I have done - Reverse Sale to the invoice - this created a Credit note for the full amout. However the invoice itself still has Closed status with the amount applied in full.

 

When I click on Payment --> Edit --> Delete payment is inactive.

 

Payment and the invoice should not exist at all. What i need to achieve is to delete all the payments and simply apply a credit note on the full amount of the invoice. I have attached screenshots for the reference.

Please help!

Sean_DC

Hi @Maria_Row 

 

Thank you for your post. May I extend a warm welcome to the MYOB Community Forum.

 

Since a deposit was already converted into an invoice, the deposit won't be deleted right away. You will have to reverse it so that this provides an audit trail of the transaction to allow the deposit to be refunded. Here are the steps you need to do: 

1. Reverse the invoice

2. Settle the credit:
 

• If refunding the deposit
• if NOT refunding the deposit

 

 

Please feel free to post again. I'm happy to assist further.

 

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