Question asked by Sharon Petrie 9 years ago
How do I void a Purchase Bill on the new version of ClearBooks? I created a Bill and saved it so I could make some changes later - went back and it said it was PAID - even though there was no payment for it! I would like to DELETE or VOID it to clear it off the Supplier Record - any ideas as I can't see VOID or DELETE anywhere!
Hi Sharon - my screenshot didn't upload either!!
As I said, the Void button should appear on the same screen as the Edit button. Once you are in the Edit screen, you can only edit, not void.
If the Void button has vanished then you need to raise a ticket with support I'm afraid, so that they can look at the specific bill.
Best answerHi Sharon
Sorry I had to pop out for a few hours. I hear that this was to do with an old chestnut, i.e. Creating a £0 bill. For the benefit of others, if you do that and save it, the coding treats it as paid, because there is no unpaid amount. it is also not available for voiding, possibly because the system can't provide the option to also void the payment associated with it, because there is none.
So, to get around this, they added a special button "mark as unpaid" which does what it says, and enables you to void th bill.
I'm not sure if support mentioned this but, in future, if you want to creat a bill for subsequent editing, saving as draft is the better option.
Thanks Paul - yes support did come back with that and it worked so now all resolved. Thanks for your quick responses - much appreciated.
Thanks Paul - I've sent Support and email and cc'd you.
Hi Sharon - you can send them to paul@clearbooks.co.uk. I'm CB's consultant but am not there so, as I say, support may prove to be the best option.
Can I have your email addresses please so I can send the screenshots that way. Also, there is also the issue of how this managed to Pay itself??? I have put the invoice in a second time and it is sitting in unpaid where it should be but I still need to get rid of the Paid one.
Don't think the screenshots have uploaded Sharon?
I have tried 2 ways of going into this Invoice and neither has a VOID button - in fact, one of them has no buttons at all.
Way 1: PAID Invoice list, tick box left on the invoice, click EDIT on the right hand drop down; Way 2: Click on the Invoice and then EDIT once inside the invoice.
See attached screen shots.
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Hi Sharon
The basic screens haven't changed and so if you've created a bill then you go back and click on it in the bill list (even if paid) there should still be a Void button, there is on mine.
Just in case, this is not in the Edit screen it's in the view screen, where there is an Edit button.
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What don't understand is how the bill paid itself, you may need to contact Support so that they can log into your account.
You must 