Forum Discussion

Maria_Row's avatar
Maria_Row
2 years ago

Delete sales payment is inactive

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.   ...
  • Sean_DC's avatar
    Sean_DC
    2 years ago

    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:
     

     

     

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

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

     

Sean_DC's avatar
Sean_DC
Former Staff
2 years ago

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:
 

 

 

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

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

 

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