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  • Deleting bills


 

 

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You can delete bills from the Bills page, accessible from the Purchases menu.

If a bill has a payment applied to it, you'll first need to delete the payment before you can delete the bill.

 

To delete a bill

To delete a bill

  1. From the Purchases menu, choose Bills.
  2. In the bills list, find the bill you want to delete and click the Bill Number. The Bill page appears, showing the bill details.
  3. Click Delete. A confirmation message appears.
  4. Click Yes to delete the bill. The Bills page reappears.

Can't delete a bill?

If the Delete button is inactive, it could mean the:

  • bill has a payment against it. You'll first need to delete the payment (see the next task).
  • period has been locked. This prevents any transactions being deleted in the period. If this is the case, you'll need to unlock the period. See Locking periods

Let's see it in action

 

To delete a bill payment

To delete a bill payment

  1. From the Purchases menu, choose Bills.
  2. In the bills list, find the bill you want to delete the payment from and click the Bill Number. The Bill page appears, showing the bill details.
  3. In the Activity section (at the bottom) click the payment reference number. Details of the payment are shown.
  4. Click Delete. A confirmation message appears.
  5. Click Yes to delete the payment. The bill reappears and the payment has been removed.

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