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Microsoft Dynamics NAV (Archived)

Void/cancel UNPOSTED Sales

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Posted on by Community Member Microsoft Employee

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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TharangaC 23,116 on at

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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.
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keoma 32,675 on at

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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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