Sales

Changing, deleting and reversing sales

In MYOB AccountEdge, sales can be easily changed, deleted or reversed.

You can change or delete quotes and orders at any time. The ability to change, delete or reverse an invoice depends on the way you set up AccountEdge.

Changeable and unchangeable

An important point to consider is whether your sale is a changeable transaction or unchangeable transaction.

If your sale is changeable, you can change it or delete it altogether from your ledger. Keep in mind, if you activated the Use Audit Trail Tracking preference, all deleted transactions are recorded. (Changes and entries recorded by Audit Trail Tracking)

Unchangeable transactions work differently. If you reverse an unchangeable sale, the effects of the original sale will no longer be part of your ledger; however, a record of the reversed sale, called a reversing transaction, will remain. Then, if you want, you can enter a new, correct transaction to replace the transaction you reversed. (Choosing changeable or unchangeable transactions)

Note:  Changing time billing invoices won't update activity slips

Recurring sales

When you delete a recurring transaction, it is removed from your list of recurring transactions only. Any transactions already recorded using a recurring transaction you delete won't be affected.

Note:  If an alert states "You may not delete a deposit transaction for a recorded sale."

Other ways that you can change sales

Step by step

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