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 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.
Hi Psb2
Thank you for your response.
I'm sorry to hear that you're having difficulties on deleting the invoice. Can you try to open the invoice select on history > open the payment > right click on the payment transaction and select delete. Make sure that you've changed the Setup menu > Preferences > security > transaction can't be change. After deleting the payment, you can now go to invoice > open the invoice and delete sales. Kindly refer to the following screenshots below:
Please let me know if this still doesn't work, can you please provide me a screenshot so that I can take a look into it further.
Cheers,
Princess
Please see attached Pic1 & Pic2 from the history.
Hi Psb2
Thank you for your reply. I appreciate you taking the time to include screenshots in your response.
Having a look at the screenshots, it looks like you opened the sale transaction. Can you try to open the payment. Please see the highlighted part of the attached screenshot below:
Please let me know how you go about this.
Cheers,
Princess
