Purchases

To delete a bill (with a deposit)

Notes:
Use this procedure only if an alert states: "You may not delete a deposit transaction for a recorded purchase."

Use this procedure only if your transactions are changeable. (Choosing changeable or unchangeable transactions)

Deleting and reversing in a sequence -- one transaction at a time

The purchase you want to delete should be displayed. [To view purchases (Purchases Register)]

  1. Delete any items, amounts, tax and freight from the purchase. When you're finished doing this, the amount in the Balance Due field will appear as a negative amount. The balance is the amount of the deposit (and payments, if any,) applied to the purchase.


  2. Click Record. You've just created a transaction -- called a vendor debit. In the remaining steps of this task, you'll receive a refund for the amount of the deposit.


  3. Click the Purchases Register in the Purchases Command Center, then click the Returns & Debits tab to display all vendor debits currently in your records.


  4. Highlight the vendor debit you recorded in step 2, then click the Receive Refund button.


  5. The refund appears in the Settle Returns & Debits window. Review the entries and then click Record.


    The amount of the deposit is returned to your bank account and the bill no longer exits in your company file.

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