Forum Discussion

CAITIELEE's avatar
10 months ago

CAN'T DELETE A BILL

Hey - I'm struggling to delete a bill - it is giving me the 'you cannot delete a bill with a payment applied' message but there is not payment in the activity history?

 

I'm wondering if its a credit that has been applied but I cannot find it? Maybe a glitch?

 

I need help :(

 

 

4 Replies

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi CAITIELEE,

    This issue occurs when a payment has been applied to the bill. To delete a bill, go to the Bills page (Purchases menu > Bills). If a payment has been applied, you'll need to delete the payment first before you can remove the bill. For more detailed instructions, you can refer to this help page. Deleting a bill, quote or order

    I hope this helps!

    Regards,
    Earl

  • Marchy79's avatar
    Marchy79
    Contributing User

    I'm having the same issue - I have a supplier credit which has a status of 'closed' but it has no activity history and I can't delete it because it says 'You can't delete a purchase with payments applied'. How do I find out where this supplier credit was applied, so I can delete it?

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator

      Hey Marchy79,

       

      Since the supplier credit is marked as "Closed," it's already been applied to a bill or settled. Activity History only tracks purchases, so credits won't show up there. To see where it's been applied, you can check the Supplier transactions report.

       

      • Head to Reporting > Reports.
      • Select Purchases and open the Supplier transactions report.
      • Set the date range and filter by supplier.
      • Find a transaction that matches the credit amount— that's where it been allocated.

       

      If this still doesn't solve your issue with supplier credit, make sure to reach out to our support team directly on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.

       

      Cheers,

      Doreen

      • Marchy79's avatar
        Marchy79
        Contributing User

        Thanks for your reply Doreen, this report lists out the transactions for that supplier, and I can see the credit in question there as a line item - but the report still doesn't tell me which invoice the credit has been applied to.

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