Issue -- How to delete or cancel AR Invoice/Transaction

Issue -- How to delete or cancel AR Invoice/Transaction

You can delete the AR invoice in the following scenarios:
- The invoice in the incomplete status.
- The invoice is not Posted.
- This is no receipt applied to the invoice.

Navigation: Receivables > Billing > Manage Transactions > Query AR Transaction > Click Delete from Action Menu

Note:
1. You might miss your invoice document sequence
2. Check with your company policies whether you can delete or not.

=> If the Invoice in 'complete' status and can't Incomplete (Meaning, Accounting is done), we can NOT delete the transaction. There are two ways to nullify the transaction.

        1.       create a Credit Memo against this invoice or

        2.       create adjustment to the invoice

   

Note: If deletion is not enabled for invoice in above scenarios then Check if ‘Allow Transaction Deletion’ flag is Yes at “Manage Receivables System Options” for the business unit.