As with anything, mistakes are bound to happen. Sometimes you may need to delete a credit note if it was made in error, or using incorrect information, so that you can make sure that your accounts line up properly.
To delete a credit note:
- Navigate to Accounting Centre then the Credit Notes button.
- Update the Filter By section at the top of the screen to help by the record and click Apply.
- Once the credit record is located, click its line in the grid once to highlight it.
- Look at the far right column labelled Status. If the status shows:
- Open: Continue to step 5
- Posted: Click the Unpost button in the top right corner.
- Exported: This record has already been imported to your accounting software and cannot be deleted.
- Click the Delete button at the bottom of the screen.
- Click the Yes button in the pop-up to confirm the deletion of the Credit Note.
