The guide addresses the process of handling 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, the invoice can be handled out of the ledger in two ways.
1. Updating the sales invoice status to Paid. Open the sales invoice, go to Sales Invoice Actions, and select Update Status. Choose Paid as the new status. The invoice remains in accounts receivable but has no accounting impact.
2. Deleting the invoice. Open the sales invoice and edit the sales invoice date to the current open period, then save the invoice. Go to Sales Invoice Actions and 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. Similarly, a zero-sum invoice can be deleted if a new invoice is manually created for the deleted number, meaning the invoice number is changed immediately at the start of creating the invoice. This way, no gaps are formed in the invoice number series.)
Did you find it helpful? Yes No
Send feedback