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devonleisure-aol
Level 1

Can you delete a closed sale?

We have been posing card reciepts on to sales, but want to do it differently and just put the total card net amount each month, some of the invoices say closed...does that mean we are unable to delete them now? thank you
Solved
Best answer July 04, 2022

Accepted Solutions
jamespaul
Moderator

Can you delete a closed sale?

Hello, Devon. 

 

I'd like to shed some light on the Closed invoice status, and give details on how to delete the invoices. 

 

A Closed invoice status won't prevent you from deleting it. Since you need to do some corrections on your sales process, we can go ahead and delete them.

 

Simply select or open one, click the More actions button at the bottom of the pop-up panel, then select Delete

 

deleteinv1.PNG

 

However, be very careful when doing the corrections. This will affect the Debtors account balances, and will unlink any payment associated with them. If necessary, delete the payment or deposit transactions if you also need to correct them. 

 

Let's also keep on the look out for invoices under a closed accounting period. These transactions are locked, and deleting it gives you a prompt to enter a closing password

 

I would recommend consulting with an accountant before making the corrections to your invoices. They'll ensure your books and debtors' balances are correct and accurate. 

 

If you'd like to know more about deleting transactions in QuickBooks, let's take a look at this article: Void or delete transactions in QuickBooks Online

 

In the event that you need to review your ageing receivables, and want to send customer statements, let's check out these helpful guides here: 

 

 

Let me know if you have other concerns when making invoice corrections. If you'd like to run reports or record other entries, feel free to add the details to your reply. I'm always here to help. 

View solution in original post

1 REPLY 1
jamespaul
Moderator

Can you delete a closed sale?

Hello, Devon. 

 

I'd like to shed some light on the Closed invoice status, and give details on how to delete the invoices. 

 

A Closed invoice status won't prevent you from deleting it. Since you need to do some corrections on your sales process, we can go ahead and delete them.

 

Simply select or open one, click the More actions button at the bottom of the pop-up panel, then select Delete

 

deleteinv1.PNG

 

However, be very careful when doing the corrections. This will affect the Debtors account balances, and will unlink any payment associated with them. If necessary, delete the payment or deposit transactions if you also need to correct them. 

 

Let's also keep on the look out for invoices under a closed accounting period. These transactions are locked, and deleting it gives you a prompt to enter a closing password

 

I would recommend consulting with an accountant before making the corrections to your invoices. They'll ensure your books and debtors' balances are correct and accurate. 

 

If you'd like to know more about deleting transactions in QuickBooks, let's take a look at this article: Void or delete transactions in QuickBooks Online

 

In the event that you need to review your ageing receivables, and want to send customer statements, let's check out these helpful guides here: 

 

 

Let me know if you have other concerns when making invoice corrections. If you'd like to run reports or record other entries, feel free to add the details to your reply. I'm always here to help. 

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