Delete locked invoice

[philip_ihle]

Hi,

I would like to delete an old invoice. The client has decided to cancel their order and deposit payment so I need to delete the invoice but it can’t be modified as it is in a locked accounting period. How do i delete this?

[QFSteve]

Hello @philip_ihle

You would need to credit the invoice and refund the payment, its a reversal rather than a deletion.

• Open the invoice
• More options > Credit Note
• Edit if required (for example if it was a part credit/refund)
• Save
• Select the Bank to process the refund

As the original invoice had been included in a vat return, the credit will be included in your next return to reverse records/values HMRC have.

[philip_ihle]

Hi there,

Thanks for your reply.
We have not received any payment for this invoice so we have nothing to refund. Is there any other way to cancel this invoice?

[QFSteve]

Hello @philip_ihle

The same process would apply but you would not be prompted to select the bank for the refund, instead you would see a message similar to the below

[philip_ihle]

Hi,

Thanks for your help.

If i try to do this, It says the invoice can not have the value of £0.00, please see screenshot attached.

[QFSteve]

Hello @philip_ihle

It creates a separate credit for you, see example clip below