Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Void or delete a sales receipt

Important: It's good business practice to keep a complete record of all transactions, including your sales receipts. For this reason, you want to void sales receipts instead of deleting them.

Exceptions

  • If you made a mistake while creating the sales receipt to give to the customer, correct the mistake and reprint the sales receipt.

  • If you've already received payment, you can't void the sales receipt. Instead, issue a credit memo or refund to adjust the transaction.

  • Delete a sales receipt only if you haven't printed or e-mailed it.

Void a sales receipt

To do this task

  1. Open the sales receipt you want to void.

    1. Click Customer Center.

    2. If you know the customer's name, single-click it on the Customers & Jobs tab, then click the Show drop-down list (to the right, above the Type column), and choose Sales Receipts.

      If you don't know the customer's name, click the Transactions tab, and then choose Sales Receipts, to get a list of sales receipts for all customers.

    3. (Optional) Use the Filter By and Date drop-down lists (to the left of the Show drop-down list) to narrow down the set of sales receipts in the list.

    4. Double-click the sales receipt to open it.

  2. Right-click in the Bill To (address) field and choose Void Sales Receipt.

  3. Save the change.

    The amounts on the sales receipt are changed to zeros, and the sales receipt is marked PAID.

Delete a sales receipt

Delete a sales receipt only if you haven't printed or saved it.

To do this task

  1. Open the sales receipt you want to delete.

    1. Click Customer Center.

    2. If you know the customer's name, single-click it on the Customers & Jobs tab, then click the Show drop-down list (to the right, above the Type column), and choose Sales Receipts.

      If you don't know the customer's name, click the Transactions tab, and then choose Sales Receipts, to get a list of invoices for all customers.

    3. (Optional) Use the Filter By and Date drop-down lists (to the left of the Show drop-down list) to narrow down the set of sales receipts in the list.

    4. Double-click the sales receipt to open it.

  2. Go to the Edit menu and click Delete Sales Receipt.

KB ID# H_SALESFORM_RCPT_VOID_DELETE
12/8/2016 1:50:52 AM
PPRDQSSWS406 9138 Pro 2017 b9f530