Credit Note Error

[KoolKatuk]

Hi everyone, I'm new here, so I apologise if I've posted this in the wrong section.

I've just started using Sage for the first time in my new job, and I accidentally credited the wrong invoice.

I owned up to my supervisor who told me not to worry and the other accountant would fix it, but I think it's probably important I know how in case I ever make the same mistake again.

Does anyone know how a credit note can be undone?

I would ask the other accountant, but we're never in on the same day so I've never had a chance to speak to her.

[Donna]

don't know if this helps any or if you even have permissions to do this:

what i normally do when i make a mistake is go to file - maintanence then into corrections and delete the transaction that has mistakes on.

in your case i would have deleted the credit note that was allocated to the wrong invoice, this would have corrected your mistake and leave the invoice as it was before you done the credit note.

Donna

[KoolKatuk]

Thank you for your quick reply.

Wow, that sounds a lot simpler than I expected it to be.
Do you mean delete as in delete in the service invoice window or delete it from the invoice list?

Many thanks again.

[cruiser]

If youjust go to the Maintenance and find the transaction number it relates to and then Edit, and Delete. This will then take it off the account all together (it will show up in red type face when deleted) and you can then input it again to the correct account.

Hope this helps>

[KoolKatuk]

Thank you both so much for your help, Donna and Cruiser. I was so worried it was going to be really difficult.

[brucedenney]

You need to be careful...

If you have issued a VAT document to a customer then you should not just delete it. You should create a contra document to reverse it.

This way the VAT paperwork balances at the customers end and you have avoided an inadvertent VAT fraud,