Deleting an invoice in Accounts Payable:

 

• Choose Option 1 to delete an unpaid invoice.
• Choose Option 2 to delete a paid invoice.
• Choose Option 3 to delete a pending invoice.
• Note: See the link below if you want to delete or write off the balance of a partially paid invoice.

Option 1 - Delete an unpaid invoice in Change Invoices:

1. From the Tasks menu, select Change Invoices.
2. Click List, select your vendor, and click OK.
3. Click List, double-click New invoice if you want to delete an unposted invoice, or double-click Posted invoices if you want to delete a posted invoice.
4. Select your invoice and click OK.
5. Click Delete.
6. Select Yes when asked "Are you sure you want to delete this invoice?"
7. Select the accounting date you want to use for your reversing entries. If you want to send reversing entries to the original accounting date of the invoice, select Original accounting date. If you want to send your reversing entries to a different accounting date, select Specified accounting date and type the accounting date you want to use in the related box.
8. Click OK.
9. Click Finish.
10. Click Start to print your journal to a file or printer.

Note: You may need to post entries in Job Cost and General Ledger for the reversing entries to update these applications.

Option 2 - Delete a paid invoice:

Void your payment (Tasks, Void Payments). For more information about voiding payments, [BCB:321:Refer to article:ECB] How do I void an Accounts Payable check or payment. If this check paid only the invoice you want to delete, you can choose not to restore your invoice. If the check paid multiple invoices, but you only want to delete one invoice, void the check as usual and restore your invoice, then follow the steps in Option 1 to delete your invoice.

 NOTE: You may need to post entries in Job Cost and General Ledger for the reversing entries to update these applications.

Option 3 - Delete a pending invoice:

1. From the Tasks menu, select Enter Pending Invoices.
2. Select the related pending invoice session. This step does not apply if you do not use multiple pending invoice sessions.
3. Click inside the Vendor column for the pending invoice that you want to delete.
4. Click Delete, and then Yes.
5. Click Finish.
6. Click Start to print your journal to a file or printer.