Zero-Sum Sales Invoice Removal from Accounts Receivable

The help article describes the process to handle a zero-sum sales invoice that has remained pending in accounts receivable.

If a zero-sum sales invoice has remained pending in accounts receivable without an accounting voucher, you can handle the invoice out of the ledger in two ways.

You can open the sales invoice view by selecting Sales > Sales invoices > select the zero-sum sales invoice.

Updating the sales invoice status to Paid status

• Open the sales invoice.
• Select Sales invoice actions.
• Select Update status.
• Select Paid as the new status.

The invoice remains in accounts receivable, but it has no accounting impact.

Deleting the invoice

You can open the sales invoice view by selecting Sales > Sales invoices > select the zero-sum sales invoice.

1. Open the sales invoice.
2. Edit the sales invoice date to the current open period.
3. Save the invoice.
4. Select Sales invoice actions.
5. Select Delete invoice.

The invoice is completely removed and cannot be restored.

Invoices are generally not recommended to be deleted, but for example, a zero-sum invoice made with the latest invoice number is safe to delete. Likewise, you can delete a zero-sum invoice if you manually create a new invoice for the deleted number, meaning you change the invoice number immediately at the start of creating the invoice. This way, no gaps are formed in the invoice number series.

Frequently asked questions

Question: How do I handle a zero-sum sales invoice without an accounting voucher?

Answer: You can either update the sales invoice status to Paid status or delete the invoice completely by following the steps in this help article.

Question: What happens when I update the zero-sum sales invoice status to Paid status?

Answer: The invoice remains in accounts receivable, but the invoice has no accounting impact.

Question: When is it safe to delete a zero-sum sales invoice?

Answer: A zero-sum invoice is safe to delete, for example, when it has been created with the latest invoice number, or when you manually create a new invoice for the deleted number and change the invoice number immediately at the start of creating the invoice so that no gaps are formed in the invoice number series.

Question: Can I restore a deleted sales invoice?

Answer: You cannot restore a deleted sales invoice because the invoice is completely removed from the system.

Keywords

zero-sum sales invoice, accounts receivable, accounting voucher, sales invoice status, Paid status, deleting an invoice, invoice number series

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