Sales
This feature allows you to convert an issued sales invoice back to a draft invoice, thereby canceling its accounting and inventory impact.
Notes:
- if your account complies with the electronic invoice system, this option will not be available for use.
- if there are any payments associated with the invoice, you will not be able to convert it to a draft until those payments are deleted.
Steps to convert a Sales Invoice to a Draft
- Click on “Sales” from the main menu.
- Click on “Manage Invoices”.
- View the invoice that you wish to convert to a draft.
- Click on the “More Options” button at the top of the invoice view window.
- Select “Mark as Draft” from the dropdown menu.
- The system will change the status of the invoice from “Unpaid” to “Draft”.