Delete a purchase quick entry

This explains how to delete a quick entry transaction.

Unallocate any quick entries that are paid first.

Reverse any quick entries included on a VAT return.

Delete a quick entry

  1. From Purchases, choose Quick Entries.
  2. Select the invoice or credit note you want to delete.
  3. Select the Delete icon, and Save.

If the invoice or credit note shows with a grey highlight you can't delete it. This may be because it allocated or included on a VAT return.

Find out if a quick entry is paid.

Check the Supplier Activity to see if your invoice or credit note is paid.

  1. From Contacts, select Suppliers.
  2. Open the relevant supplier.
  3. From the Activity list, check the value in the Outstanding column. If it's 0.00 the quick entry has been paid (allocated).

    Tip: Use the Type at the top of the list to show Purchase QE Invoice or Purchase QE Credit only.

Unallocate a quick entry

  1. From Contacts, select Suppliers.
  2. Open the relevant supplier.
  3. For invoices allocated to credit notes, select the SupplierAllocation transaction
    1. Clear the check box, for the invoice and credit note that you want to delete.
  4. For paid invoices, select the Supplier Payment used to pay the quick entry invoice.
    1. Clear the check box for the invoice you want to delete.

The quick entry is now unallocated and can be deleted

Reverse a quick entry

You can't delete a credit note or invoice once it's been included in VAT return. This is because it's already been reported to HMRC.

If the quick entry has been entered in error you'll need to reverse it.

Reverse an invoice

  1. Create a quick entry credit note using the same details.
  2. Allocate it to the invoice.

Reverse a credit note

  1. Create a quick entry invoice using the same details
  2. Allocate the invoice to the credit note.

Allocate quick entries

  1. From Contacts, select Suppliers.
  2. Open the relevant supplier.
  3. From the Manage drop-down, select Account Allocation.
  4. Select the check box to match the quick entry credit note and invoice.

  5. Don't forget to Save.