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Thread: Invoices in Pastell V11 Startup

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    Red face Invoices in Pastell V11 Startup

    HI There

    I sure hope someone will be able to help me. I have just started using Pastel V11 Startup and I made a mistake on one of my customer invoices. The invoice has been issued already and the batch has been updated and I only saw the mistake now when my totals did not balance. How do I fix that, should I delete the original invoice and create another one using the same invoice number or how do I do it?

    So sorry if this is a lame question but will be gratefull for any advice.

    Thanks
    V

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    Platinum Member Neville Bailey's Avatar
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    If the invoice has been updated already, then you cannot delete it.

    The only way to correct your error is to pass a credit note for the full amount of the invoice and then to process a new invoice, which will have a new invoice number.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    HI Neville, thank you so much I appreciate your reply and will do it now.

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    Hi Neville

    I know this post was a really long time ago but hopefully you will see it. I have the same issue but I haven't updated yet. How would I delete an invoice in this case?

    Many thanks
    Vicki

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    Hi Vicki,

    From the invoice processing interface, click on the magnifying glass next to the "Number" field (arrowed in screenshot below) to show all unupdated invoices in your system.

    Attachment 4857

    From the Invoice Zoom screen, select the invoice to be deleted by double clicking from the list and pressing ENTER to load it.

    Attachment 4858

    At the bottom of the invoicing interface, Click on the "Delete/Insert" button and select "Delete Document"

    Attachment 4860

    Click "Yes" to confirm.

    Attachment 4859

    And that would be it!

    You can check out more posts on Pastl Partner on my blog:
    www.erpghana.blogspot.com

    Quote Originally Posted by Vicki View Post
    Hi Neville

    I know this post was a really long time ago but hopefully you will see it. I have the same issue but I haven't updated yet. How would I delete an invoice in this case?

    Many thanks
    Vicki

    Quote Originally Posted by Vicki View Post
    Hi Neville

    I know this post was a really long time ago but hopefully you will see it. I have the same issue but I haven't updated yet. How would I delete an invoice in this case?

    Many thanks
    Vicki

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