Voiding Invoices/Payments

Question asked by Jonathan Sargent 11 years ago

Hello,

If I void purchases/payments do the reference numbers used go back to be used for new entries? How does it work.

If I add new purchases and the VAT was claimed for it last quarter how do I assign this new purchase for the previous VAT quarter - basically I am clearing up my clear books account and voiding old manual purchases payments and adding replacement ones to ensure they are all purchases not payments but voiding the payments - these payments were claimed on the previous VAT meaning I need to exclude or show that a purchase has already had the VAT claimed on it.

Cheers

Jonathan

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2 Replies

Hi Jonathan,

Thanks Kevin for your response. You can also override the bill numbering to enter your own numbers. Head to Settings > Toggle Features. Click Invoicing and Expenses and select Tailored bill numbers and check the box.

Best answer
11 years ago

Hi Jonathan

If you void a purchase before another one has been added it will automatically re-use the PUR number. However, if you void it later down the line I think it'll keep them running consecutively and I can't see a way to manually amend a PUR number like you can a sales invoice. Even if you delete something it'll still appear on the audit log anyway so it'll never be quite gone for good if that's what you were hoping to achieve.

Re the VAT issue: when you go to Reports > Vat Return just make sure you untick the 'include late invoices' option.

11 years ago

Hi Jonathan,

Thanks Kevin for your response. You can also override the bill numbering to enter your own numbers. Head to Settings > Toggle Features. Click Invoicing and Expenses and select Tailored bill numbers and check the box.

Best answer
11 years ago

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