Remove an Invoice so it doesn't appear in reports

[SuzieQ22]

Hi there,

How do we remove an Invoice so it doesn't appear in reports?

ie if the invoice was created in error & we don't want this to appear in the Managers report.

I've tried to reverse the invoice & Adjust the invoie to $0.00 but it still show on reports.

Many thanks,

Suzanne

[Linda_K]

Hi @SuzieQ22, 

Posting an invoice is a permanent transaction that can not be deleted.

If you create an invoice in error, to correct this you will need to perform one of the following:

1. Reverse the bill;
2. Create a credit note or
3. Create an adjustment

Depending on the required outcome will determine which of the above methods you need to select. To assist in making the correct decision for your practice, please refer to the attachment called MYOB AO Correcting Billing Errors.pdf located at the end of KB 34380: How do I correct an incorrectly posted bill?

 

Ensure that the original invoice date is used when applying one of the three above adjustments.  This will ensure the adjustment and the original invoice are in the same period, which will result in an overall Nil balance for that month.  However both transactions will still continue to appear on reports.

If the original invoice date and the adjustment date fall over two different months, then it will appear as a DR in one month and a CR in the other and continue to display in the reports for that period.

Hope this helps.

[SuzieQ22]

Thanks again Linda,

I thought that may be the case but just wanted to be sure.

Cheers,

Suz