Edit/Delete a Customer Tax Invoice
Once an invoice is created in Accounting, it cannot be deleted. Our accounting solution keeps a full audit trail of the customer activities and each invoice must be retained as it has a unique number.
If you want to correct an error or adjust the invoice details, edit the invoice rather than deleting it.
1. Find and open the unpaid invoice. Search for the invoice if you know the customer name, invoice number or invoice amount.
2. Click on Actions…Edit and adjust the invoice details. All the invoice details are editable.
If you have invited users to share the company access, you cannot change the invoice number.
If the invoice has been printed/emailed, you will receive an alert to remind you that you need to re-issue an original invoice after the change. Click Yes to continue.
3. Click Print Preview to check your invoice layout and details. You can also email the amended invoice to your customers.
4. Click Save.
If you have sent the invoice to your customer, issue a credit note to reverse the sales. This will ensure you have the full audit trial for this customer account.
1. Go to Customers … Transactions … Customer Credit Note, click Add Credit Note.
2. Select the Customer name.
3. Under Return Details, click From Invoice and choose an invoice to reverse. This will automatically load the invoice details into the credit note.
Date – this defaults to today’s date. You can change the date to the date when the invoice should be reversed. This date will be used in any report and statements that includes credit notes. For example, Customer Transaction Report and Customer Statement.
Message – you can write a short description of the reason of issuing the credit note for your own reference.
4. Click Save. The invoice will be reversed (including any GST amount) and marked as paid.
a) Creating a credit note and linking it to an invoice will reversed the sales revenue as well as the GST liability (output tax). This will leave zero effect on your Profit & Loss Report as well as your BAS Report.
b) Once a credit note is created, it could not be deleted or voided in Sage Business Cloud Accounting. You can zero out your credit note to cancel it.
c) You can re-invoice the credit note if you decided to retrieve this sale.
Edit a customer tax invoice that has either been partially paid or fully paid.
1. Click on Actions … Edit to change the invoice details. A warning will be to make changes. Click on Edit and click Yes to continue making the changes.
2. Any payment allocated to the invoice will be automatically detached.
3. Once all the changes are saved, go to Customers … Transactions … Allocate Receipts and relink the payment back to the invoice.
4. Drag the unallocated customer receipt to the left to allocate to the original invoice. Click Save.
If you need to edit a recurring invoice, go to Customers … Transactions … Customer Recurring Invoices.
1. Quick update is available for below changes made to a recurring invoice.
a. Change the Frequency
b. Change End Date
c. Change the Create Invoice Method
d. Change Report Layout
2. If you are making other changes to the recurring invoice, click Actions … Edit.
3. Once changes are made, click Save.
4. Check if you have any Draft Tax Invoices that need be edited or skipped. If need to change a draft tax invoice, click Edit. If you want to cancel the draft tax invoice, click Skip.
If you are cancelling an invoice that is selling a stock or service, change the invoice type from Item to Account. Select a Sales account and enter 0 to be the invoice amount.
This will have NO impact to your Profit & Loss Report and no changes to your stock level.