Deleting a dummy sales transaction
Hi, we are sorting a new way of taking customer deposits and I was creating a dummy one to make sure I was doing it right. I now want to delete the whole transaction, however I cannot delete the "pay...
Forum Discussion
Hi Genreve,
Thanks for your email.
There is a customer deposit attached to this tranaction as the funds were received against a 'sales ORDER'.
If possible, I would like you to replicate this tranaction and see if the MYOB is allowing you to delete it.
Created a sales order - Order date 30/06/2023
Entered payment against sales order - Deposit date 31/07/2023
Convert the sales order to INVOICE - without changing the invoice date
I feel this could be an issue with MYOB. If the above is an invalid tranaction it should not allow to convert the ORDER to INVOICE.
This is interesting. Will await and see if you could resolve this.
Thank you
Hi Psb2
Thank you for your response.
Can I please confirm if you’re trying to delete the customer deposit from an invoice. If yes, kindly refer to this Help Article, Customer deposits, that has detailed information to assist with this.
Are we able to solve your concern? If YES, please click on "Accept as Solution". If NO, please feel free to reply to this post and we are more than happy to assist.
Cheers,
Princess
NO. Your solution does not work. MYOB does not allow me to reverse or delete the 'customer deposit' in my case.
Unless you replicate my transaction EXACTLY I have mentioned above, I think you wont understand this issue with the MYOB.
Hi Psb2
Thank you for your response.
I appreciate your patience and understanding about this. Once the sales order was converted into an invoice you can't simply delete the deposit, you'll need to reverse the invoice. AccountRight will not let you make changes unless you change the settings of your file. Can I please confirm if you have changed the preferences under Setup menu?
Cheers,
Princess
Yes, I already tested your solution in Customer deposits. As per instruction in attached.
Your solution doesnt work becouse of invoice month and deposit month is different. Yes I already changed preference under setup menu to reverse the sales invoice.
