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Backing Out/Deleting a Purchase Receipt?

  • 6 July 2023
  • 3 replies
  • 198 views

Userlevel 1

Once we create a purchase receipt and release it, the only way I find to “back it out” is via a return. Is there a way to delete a purchase receipt or is doing a return the only way? Thank you in advance!

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Best answer by Laura02 6 July 2023, 21:58

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Hello @CodyK ,

Entering a return is the correct answer. :-)

Laura

Userlevel 5
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Once a purchase receipt has been released, a return is the only way to reverse the transaction.  If the receipt is on hold or in a balanced status, it can be deleted.

Userlevel 1
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Hi all, I see this has been a few months ago but I have a related question. After you have processed the return and the receipt, is there a way to pair them in the system easily so that it clears them out of the available returns and receipts for further processing? We have several of these backed up for a couple a years and need to get them gone. Thanks!!

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