1. If you enter a sales invoice with incorrect details, you can't delete it. You can edit or mark it as void if not reconciled.
2. You can’t edit or void an invoice once it's reconciled. You must credit it out and re-enter it to correct the invoice.
3. To void or edit saved invoices, you need full access to the Sales option. With restricted access, you can only edit or delete draft invoices.
4. Voiding an invoice removes its amounts, but it remains in your accounts. This keeps invoice numbers sequential and viewable.
5. If the invoice has a draft status, you can delete it. It doesn’t have an invoice number and its values don’t appear on your ledgers.
6. You edit or void the invoice based on whether you paid it by a payment or a credit note.

Editing or voiding an invoice that includes stock items

Edits to stock lines will update the Goods Out transaction in the stock activity. Cancel a sales invoice to remove the stock movement and adjust stock levels.

Editing an invoice

1. From Sales, click Sales Invoices.
2. Click the relevant invoice.
3. Make the necessary changes and Save.

Void an invoice

1. From Sales, click Sales Invoices.
2. Locate the required invoice.
3. Select the checkbox next to the invoice you want to void and click Delete.
4. Enter the reason for voiding the invoice and click Yes. The invoice status shows as Void and the values no longer appear in your accounts.

Editing or void an invoice paid with a customer receipt

1. Before editing or voiding the invoice, delete the receipt. Delete the receipt if you entered it in error to remove the values from your accounts.
2. If the receipt was correct but you need to void or edit the invoice, unallocate the invoice and receipt. The receipt becomes a payment on account, which you can allocate to another invoice if necessary.
3. You can’t delete a receipt if it has been bank reconciled. Instead, unallocate the receipt to correct the values in your accounts. You can post a customer refund with the same details as the original receipt.

Editing or voiding an invoice paid with a credit note

1. Before editing or voiding an invoice paid with a credit note, remove the customer transaction.
2. The transaction date is the date you allocated the invoice and credit note. Unallocating one invoice and credit note won't affect the remaining transactions allocated together. If the credit note covered multiple invoices, click the credit note, change the amount to pay, and save.

Steps to Unallocate a Credit Note

1. Click Contacts.
2. Click the required contact.
3. Click the Activity tab.
4. Click the relevant customer transaction.
5. Clear the checkboxes for the invoice and the credit note you want to unallocate.
6. Click Save.

Delete a customer receipt

1. From the Banking menu, click the bank account of the paid receipt.
2. Select the check box next to the required receipt.
3. Click Delete.
4. Click Yes.

Unallocate a customer receipt

 NOTE: If the receipt covers multiple invoices and you unallocate one of them, the remaining invoices are unaffected. 

1. From the Banking menu, click the bank account of the paid receipt.
2. Click the Activity tab and then the required receipt.
3. From the bottom of the Customer Receipt window, clear the check box for the relevant invoice and Save.
4. You’re prompted to save the unallocated amount as a payment on account. Click Yes.
5. The customer receipt and invoice are now unallocated. The payment on account is available to allocate to the same or a different invoice.

Reversing an invoice paid with a credit note (included on a tax return)

You can't change or delete an invoice once it's on a tax return. To void or edit it, cancel the original invoice by making a credit note with the same details.

1. From Sales, click Sales Invoices.
2. Click the relevant invoice.
3. From More, click Create Credit Note and enter the same date as the original invoice.
4. Check that the information on the credit note matches the original invoice and click Save.
5. If necessary, create a new invoice with the correct details. The next tax report won't include the credit, which corrects your liability to the tax authority.