How do I delete a Receive record from a prior year?

KB377

Overview

You can't delete a Receive transaction that has happened in a prior year, however, there is a solution if you either:

1. Don't want to receive the invoice, or
2. If you have realised that the goods never arrived.

Process

1. Go to the Receive and then Action > Create return for this Receive
   1. Date this as any date you like within the current Financial Year, usually the first day of the current FY.
2. Invoice the Receive and the Return
   1. This will create 2x Invoices of equal and opposite value.
3. Create a $0 Payment
   1. Allocate both the Invoice and the credit, and both will net to $0

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Last edit: 25/09/23