Forum Discussion

SinaPak's avatar
SinaPak
MYOB Staff
8 months ago
Solved

Deleting a $0 'paid' invoice

Hello,

 

I was creating a test invoice and accidentally saved one for $0, which has automatically been marked as 'Paid'.

 

Unfortunately, the app won’t allow me to edit the invoice as it's marked as paid, and it won't allow me to delete this invoice, as there’s no associated payment to remove. Is there a way to have this invoice deleted? It’s now sitting among my regular invoices and is out of sequence with my invoice numbers.

 

Appreciate your help!

  • You're welcome Sina! Apologies, allow me to clarify just slightly. I believe the previous invoice example was one that had multiple line items attached, hence why adjusting it would make it behave like an unpaid invoice again. If your invoice has one line item, marked as $0 cost, that's when it'll auto-resolve and behave like a paid invoice. 

7 Replies

  • SinaPak's avatar
    SinaPak
    MYOB Staff
    5 months ago

    I wasn’t able to do it via the Solo app, but I found a workaround. When you invite an accountant or bookkeeper into the file, they can access it with limited permissions via a secure site

    . From there, they’re able to review invoices and delete any with a $0 balance.

  • Jaeger's avatar
    Jaeger
    Member
    5 months ago

    Hey mate did you get this resolved? Have done the same thing doing some tests invoices and now I have a few sitting there paid $0 and it’s annoying me 

  • Maggie-Solo's avatar
    Maggie-Solo
    MYOB Staff
    7 months ago

    Hey Jordon_g​ Just a heads up, when you're invoicing in Solo, if your invoice total is $0 and you hit save, it’ll be marked as paid and locked automatically. This helps keep your audit trail tidy and avoids any invoice mix-ups down the track.

    If you’re just testing things out or don’t have the final amount yet, try popping in $1 for now, you can always come back and update it later (as long as the total is above $0)

  • You're welcome Sina! Apologies, allow me to clarify just slightly. I believe the previous invoice example was one that had multiple line items attached, hence why adjusting it would make it behave like an unpaid invoice again. If your invoice has one line item, marked as $0 cost, that's when it'll auto-resolve and behave like a paid invoice. 

  • SinaPak's avatar
    SinaPak
    MYOB Staff
    8 months ago

    Thanks Jay, I tried following this advise, however I can’t work out how to pop a dollar amount in to turn it back into a regular invoice again. I’m faced with a msg saying I can t edit a paid invoice.

     

  • Hey there SinaPak​ - welcome to Solo! 👋

     

    When invoicing in Solo, if an item has its price marked as $0, it will resolve the invoice and mark it as paid (as technically, there's no balance to settle). 

     

    We know it can be confusing, as it's previously caught some other Solmates off guard while testing invoices of their own. You're definitely not alone! We've popped some helpful info here which should help get you back on track.

     

    Let us know how you go! If anything feels off, give us a shout - We'll be here to help 🙌