Is it possible to void an invoice in Solar without deleting it?
Best Regards,
Hi Martin,
Yes, but it's not simple. To 'void' an invoice without deleting it, you will need to create a matching credit note. The quickest way to do this is:
1. Go to the Invoice list
2. Right-click on the invoice and select 'Copy'
3. Change the Document Type to 'Credit Note' and set the date to match the original invoice
4. Click Save
You will then need to allocate the credit note to the invoice as described here:
http://www.solaraccounts.co.uk/help/how-to-allocate-a-credit-note.php
Regards,