Changing, removing and reversing sales

In MYOB FirstEdge, sales can be easily changed, removed or reversed. Quotes can be changed or removed at any time. The grouping of line items on a sale can be changed by inserting a line, deleting a line, inserting a header line or inserting a subtotal line. The ability to change, remove or reverse an invoice depends on the way you set up FirstEdge. An important point to consider is if the sale in question is changeable or unchangeable. If your sale is changeable, you can make changes to a sale or remove the sale altogether from your ledger.

Unchangeable transactions work differently. By reversing an unchangeable sale, the effects of your original sale will no longer be part of your ledger; however, a record of the reversed sale, called a reversing transaction, will remain. Then, if you want, you can enter a new, correct transaction to replace the transaction you reversed. See What are changeable and unchangeable transactions? for more information.

When you remove a recurring template, the template is removed from your list of recurring templates only. Any transactions you recorded using a recurring template you remove won't be affected.

Changing the status of a sale

You can change the status of a sale. If you enter a quote into FirstEdge, you can easily convert it to an invoice once your customer is ready to buy your product or service.

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