Removing a customer invoice and corresponding payment

I entered a customer invoice for $250 and put through a $250 payment so there is no balance owing.  Now I need to change it and show that there is really a balance of $100.  I "reversed" the payment but the invoice still shows that it has been paid in full.

There is no magic "void" button anywhere and I have spent far too much time going nowhere on this.  Any help on this would be appreciated.

  • Hi,

    I entered a customer invoice for $250 and put through a $250 payment so there is no balance owing.

    Was this:

     - a cash, cheque, credit card sale all recorded on the invoice screen,

    or

     - a Pay Later invoice, with full payment recorded from the Receipts screen.

    Now I need to change it and show that there is really a balance of $100.  I "reversed" the payment but the invoice still shows that it has been paid in full.

    There is no way in Sage 50 to record a partial payment on an invoice, from the Invoice screen, so:

     - adjust the original invoice to 'Pay Later', or

     - delete the paid invoice and enter a 'Pay Later' invoice so that you can enter the partial payment on the Receipts screen.

  • It was a cash sale.

    I don't have a "delete" or "void" function anywhere.  There is a "reverse" function.  However, I am somewhat skeptical of what "reverse" actually means since when I reversed the payment the invoice still showed fully paid, where in fact it should not have been.

    I will try your suggestion of adjusting the invoice to pay later from cash.

  • The Reverse Button on the Toolbar of the Sales Invoice data entry screen is the Void button (red x or the Sales menu, Reverse Invoice option).  It reverses the entry as it was posted in the original entry and reverses it on the date of the original transaction so there is no effect on the general ledger.

    Having said that, you cannot post a sale as a Paid by Cash sale and then go ahead and post a payment and reverse the payment afterward.  Paid by Cash/Cheque methods automatically pay them at the same time.

    With the Pay Later reference Randy is referring to, he is talking about the Payment Method just below the toolbar and menu.  Does it say Pay Later or Cash or Cheque, etc when you look it up now?

    Also, a payment against and invoice that was reversed should show the original invoice as outstanding (no Paid stamp on the data entry lookup screen and the Amount Owing at the bottom is not zero).

    Is it possible for you to show us the Customer Aged report for these transactions and the current data entry screen for the invoice?  That will help us figure out what might be going wrong.