Forum Discussion

JudyFlyingclub's avatar
6 months ago

How do I delete an invoice that has a partial payment and put the partial payment back to credit

How do I do this in Business lite MYOB Essentials please

2 Replies

  • Hi JudyFlyingclub​ 

    I may be misunderstanding but I would go into the original invoice and change the value to zero - it should allow you to do this and leave the credit.

    Cheers

    Liz

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator

    Hi JudyFlyingclub,

     

    Great question! If you're using Business Lite and you've got an invoice with a partial payment, but you want to delete that invoice and pop that payment back as a credit, here's what you can do:

     

    1. Head to the invoice that has the partial payment.

     

    2. Click the reference number for the applied credit.

     

    3. Click Delete.

     

    Here's a handy link that'll walk you through it step-by-step: Deleting a customer payment.

     

    Regards,

    Sai