Can't Cancel A Payment

Problem reported by Jane Grimshaw 5 years ago

Hi - I just inadvertently entered a payment for 31st March 2016 instead of 2017. 2016/17 is our first accounting year. Every time I try and cancel it I am told the entry has a payment allocated it so delete all. When I click Delete All it tells me I dont have a VAT scheme set up for the period - click here to set one up. WHen I click here and try and addone for prior to the existing one it tells me I can't. Please can anyone advise how to cancel the payment.

3 Replies

Hi Jane - It would have been nice if you'd been warned you couldn't put a payment into a period for which you didn't have a VAT scheme!

Do you have an accounting period set up for the year to 31 March 2016, if not, how did you get the bank payment into the books? There are ways but not the normal methods.

As a guess you need to make sure you have a accounting period set up to 31 March 2016.

I'm surprised it won't let you set up an earlier VAT period, I've just managed it and it even begins before the date I told CB I was VAT registered!!

Try deleting the current VAT scheme and creating another one beginning on or before 31 March 2016, then delete the bank entry. You can then go back and delete and reinstate the VAT scheme properly.

If all else fails send a ticket to support and they can sort it for you. You do this via the little ? top right or email contact support

To be honest the whole VAT thing is a bit beyond me. We are a small charity so our accounts should be pretty simple. We don't raise invoices etc - just receive donations and make a few payments. We didn't start using Clearbooks until the current financial year. I don't recall how I put our Opening Balances in - but I've now somehow managed to create a different opening balance to the one I input by incorrectly entering funds received on 31st March 2016.

Will see if I can delete the VAT Scheme and if not send a ticket as you suggest. Thank you for your help.

Oh Joy - it did work thank you! Much appreciated.

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