Partner Zone

Deleting a Sale that has been reversed

QSS_Shelley2012
3 Posts
Cover User
Australia

3Posts

2Kudos

0Solutions

Solved: Go to Solution

Deleting a Sale that has been reversed

Hi,

We had 2 x invoices that were paid for by clients; however then required a refund.

I followed the info online and reversed the sales, then processed a refund via settle credits.

My issue now is that the activity slips for these are now re-appearing in 'Prepare Time Billing Invoice' and when you try and delete them it says 'You cannot delete this activity slip because it has been billed.'

How do I get rid of the activity slips from here? Don't want them to stay listed as 'Time Billing Customers'.

Thanks!

 

2 REPLIES 2
Steven_M
MYOB Moderator
43,275 Posts
MYOB Moderator
New Zealand
MYOB Moderator

43,275Posts

5,816Kudos

6,465Solutions

Accepted Solution Solved

Re: Deleting a Sale that has been reversed

Hi @QSS_Shelley2012 

 

Reversing out an invoice that has come from an activity slip will cause the activity slip to be not marked as paid thus re-appear back into the Prepare TimeBilling Invoices window.

 

If you are not wishing to have that activity slip re-appear back into the window, you want to complete the following:

  1. Navigate to the corresponding activity slip
  2. Within the Enter Activity Slips, update the adjustment field  (far right) to be the negative amount of Hours. This should make the Billable value 0.00
  3. Select Save

If you don't wish to update the Adjustment field you can also use the Already Billed to achieve the same result - just has to be a positive value for that one.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

QSS_Shelley2012
3 Posts
Cover User
Australia

3Posts

2Kudos

0Solutions

Re: Deleting a Sale that has been reversed

Thanks Steven, that worked! Smiley Happy

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post