EBP Invoice: In Progress
leausy
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OmegaSoft Posted messages 367 Status Membre -
OmegaSoft Posted messages 367 Status Membre -
Hello,
Due to a misunderstanding with my accountant, I had started creating invoices using the EBP Invoice and Quote software 2018. However, after discussing it with my accountant, it turns out that I shouldn't have done that. Therefore, I need to "delete" all the invoices created because they are incorrect (and not useful for accounting) - since they are marked as in draft, is this possible? Or should I modify them as Credit Notes?
Thank you in advance.
Configuration: Windows / Chrome 65.0.3325.181
Due to a misunderstanding with my accountant, I had started creating invoices using the EBP Invoice and Quote software 2018. However, after discussing it with my accountant, it turns out that I shouldn't have done that. Therefore, I need to "delete" all the invoices created because they are incorrect (and not useful for accounting) - since they are marked as in draft, is this possible? Or should I modify them as Credit Notes?
Thank you in advance.
Configuration: Windows / Chrome 65.0.3325.181
3 réponses
Hello leausy,
In the 2018 versions, there is the option to generate invoices with temporary numbering (the invoices start with the letters TMP), or directly definitive.
If you chose the first option, the TMP invoices can be completely deleted. They would no longer be deletable if you have validated them.
For the second option, the invoices are editable but not deletable.
In both cases, if they are not validated, they display the mention "in draft".
Simply check the name of your invoices, and you will know. If you have any doubts, make sure to create a backup beforehand.
Best regards,
Saif
Trainer
In the 2018 versions, there is the option to generate invoices with temporary numbering (the invoices start with the letters TMP), or directly definitive.
If you chose the first option, the TMP invoices can be completely deleted. They would no longer be deletable if you have validated them.
For the second option, the invoices are editable but not deletable.
In both cases, if they are not validated, they display the mention "in draft".
Simply check the name of your invoices, and you will know. If you have any doubts, make sure to create a backup beforehand.
Best regards,
Saif
Trainer
If I understand correctly, I could issue a credit note to cancel them, but if I delete them, it could create a problem from a tax perspective, right (they haven't been validated and are still marked as in draft)?
Thus, the only solution left is credit notes to cancel your invoices. If you haven't validated them, the transfer to accounting will do it automatically.
By the way, you can still switch back to temporary numbering for the next invoices.