Are you tired of cluttering up your accounting software with old invoices? Or maybe you’re looking to free up some valuable storage space by deleting invoices that have already been processed and paid. Whatever the reason, deleting invoices in Sage 100 is a quick and easy process. In this guide, we will walk you through the steps to delete an invoice in Sage 100.

Before you get started, it’s important to note that once you delete an invoice in Sage 100, it cannot be recovered. So make sure to double-check that you really want to delete the invoice before proceeding.

Here are the steps to delete an invoice in Sage 100:

Step 1: Open Sage 100 and navigate to the Accounts Receivable module.

Step 2: Select "Invoices" from the menu at the top of the screen.

Step 3: Locate the invoice you want to delete and select it by clicking on the "Edit" button next to it.

Step 4: Once the invoice is open, click on the "Delete" button in the top right-hand corner of the screen.

Step 5: A warning message will appear asking if you really want to delete the invoice. Click "Yes" to proceed.

Step 6: The invoice will now be deleted from Sage 100.

That’s it!

You have successfully deleted an invoice in Sage 100.

It’s worth noting that deleting an invoice in Sage 100 doesn’t necessarily mean it has been permanently removed from your system. Depending on your settings, the invoice may still be stored in a backup or archival folder. So before you delete an invoice, make sure to check your backup and archival folders to ensure that you don’t accidentally remove an important document.

FAQs:

Q: Can I recover a deleted invoice in Sage 100?

A: It depends on your settings. If you have enabled the “Archiving” option in Sage 100, then you may be able to recover the deleted invoice from the archival folder. Otherwise, it’s likely that the invoice has been permanently removed from your system.

Q: How often should I delete invoices in Sage 100?

A: It’s generally a good idea to delete invoices in Sage 100 once they have been processed and paid, or if they are no longer needed for any other reason. However, the frequency of deletion will depend on your specific needs and the amount of invoicing you do.

Q: What happens to my accounting records when I delete an invoice in Sage 100?

A: Deleting an invoice in Sage 100 doesn’t directly affect your accounting records. However, it does remove the invoice from your system and frees up valuable storage space. It’s important to note that you should still retain all relevant financial documents for tax purposes and other legal reasons.

In conclusion, deleting an invoice in Sage 100 is a quick and easy process that can help you free up valuable storage space and keep your accounting records organized. Just be sure to double-check that you really want to delete the invoice before proceeding, and make sure to retain all relevant financial documents for tax purposes and other legal reasons.