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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Void/cancel UNPOSTED S...
Microsoft Dynamics NAV (Archived)

Void/cancel UNPOSTED Sales

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Posted on by Community Member

What is the best way to cancel or void a sales invoice that has NOT been posted. I see discussions on how to void or cancel posted, but in our business, sometimes customers just put deposits on an item and then cancel.  So, I enter the invoice, not post it and then put $ on the customer.   I can delete the invoice but then I'd lose it.  I'd still like to show the history.  I was thinking Sales Order and then just archive it?  Is that the best way?

Thanks,

Tara

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  • Verified answer
    Tharanga Chandrasekara Profile Picture
    Tharanga Chandrasekara 23,116 on at
    RE: Void/cancel UNPOSTED Sales

    Yes, what you suggest is the best thing to do. Create a order ( not an invoice) and then archive it if the customer cancel the order or convert it to a invoice If the sales go through.

  • Suggested answer
    keoma Profile Picture
    keoma 32,727 on at
    RE: Void/cancel UNPOSTED Sales

    yes, archiving is in your case the best way to have a history. you could also print out this invoice and /or create pdf prints for the invoice for archiving.

    also possible: a kind of a customization.

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