Deleting & Editing Bills, Credits And Debits

Overview

This documentation will cover how to delete and or edit any bills, credits and, debits within Accounts Payable.

Deleting Bills, Credits, or Debits

To review all bills, credits, and debits go to Accounting > Accounts Payable > Review Bills/Credits/Debit Memos

Next, using the Date Created filter make sure to extend the date.

Locate the bill, credit or debit you wish to delete and right-click on it.

Since the bill has been paid you will need to revert the payment first so select ‘Edit’.

Select the ‘Payments’ tab and right-click on the payment.

Choose ‘Void’ to revert the payment.

The payment will be crossed out when voided.

Finally right-click on the bill again and select ‘Delete’ and Confirm.

The bill will be deleted and will be available for reentry.

NOTE: If you are deleting or editing a debit or credit that has already been applied to a bill you will need to locate the bill and void the debit or credit before you can delete it.

Editing Bills, Credits, and Debits

In the scenario, you need to edit a bill, credit, or debit memo from the same ‘Review Bills/Credits/Debit Memos' screen to locate the item you wish to edit.

Locate the bill, credit, or debit you wish to edit and right-click on it and select ‘Edit’.

Once you select ‘Edit’ all fields will become available to edit. From here you can edit the dates, terms, reference numbers, attached PO’s, freight, etc. Once completed select ‘Save’.