We recommended that you put a corresponding credit through as it will reverse not just the transaction, but also sales history, stock levels, and provide an audit trail of everything. This also keeps the Tax Office and your accountants happy

Generally, just deleting an invoice is not permitted (you don’t want your employees deleting sales on you, and besides your Tax Office understandably frown heavily on that practice) however it can be done with our help.

As a new customer, we suspect that you have only been trying things out – like in a test mode. If you are talking only about sales orders in POS, then it is relatively easy as at that stage they are only invoices.

Step 1: First, log in as Administrator.
Step 2: Then go to File, Point Of Sale (POS), Browsers, Invoice Headers (these are the invoices that you have created).
Step 3: Right-click on the sale that you want to remove and from the popup menu select Delete.
Step 4: That’s it – (but you can only do them one by one).

Whilst the Sales Orders will still appear in the Sales Orders Window, they will be automatically removed when you do your next Invoice Update (File, Accounts Receivable, Invoice Update). Note that this might also affect your free stock levels so you also need to run a utility after the invoice update. Go to Tools, Inventory, Recalculate Free Stock and let it do its thing.

Now if you really do want to delete everything though (well nearly everything…) To totally clear and reset all sales data – handy for when you are setting up for the first time doing test entries and then want to remove them to start from a clean slate -or- also handy for those who sell their businesses to a new owner and want to remove all previous sales data from the system. Note that it does not remove customers, items, item prices or vendors – but you can manually delete them afterwards if required.

To invoke a Clear, go to Tools, Backup/Restore, Clear and Reset Data.