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nicole7247's avatar
nicole7247
Experienced Cover User
5 years ago

DELETE A SETTLED CREDIT - CUSTOMER

An amount of $20,385.00 was received into our account in payment of an invoice.  It was banked. I received the payment against an invoice for $28, 573.90.  As there were no further funds forthcoming,...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi nicole7247 

     

    A Settle Returns and Credits transaction can be deleted by navigating to the required transaction and selecting Delete Transaction. The transaction that you are looking for would be the Settle Returns and Credits transaction. This is typically located via opening the invoice that the transaction has been applied to and selecting History... (bottom left of the Enter Sales window)

     

    By deleting that Settle Returns and Credits transaction it will make that invoice the transaction originally applied to as open so payments can be made on it if required.

     

    Do let us know how you get on and if you require further assistance.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi nicole7247 

 

A Settle Returns and Credits transaction can be deleted by navigating to the required transaction and selecting Delete Transaction. The transaction that you are looking for would be the Settle Returns and Credits transaction. This is typically located via opening the invoice that the transaction has been applied to and selecting History... (bottom left of the Enter Sales window)

 

By deleting that Settle Returns and Credits transaction it will make that invoice the transaction originally applied to as open so payments can be made on it if required.

 

Do let us know how you get on and if you require further assistance.

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