The first part of the invoice cancelling process is to ensure that the invoice has been cancelled within the accounts package. Once the invoice has been removed from the accounting package, the FactoryMaster side can be amended. To get the invoice to a stage where you can amend the invoice, please complete the following steps:
Select Sales
Select Sales Invoice Menu
Select Invoice Maintenance
Click the number in the Exported To '[Chosen accounts package]' column
Select the relevant invoice and press F3
You will receive a warning message: This procedure will remove invoice xxxxx from this batch and set its status back to 'Not Updated'. Proceeding with this operation will cause errors if it has already been successfully imported into your accounting package. Are you sure you wish to continue?
Click Yes
When you go back to the invoice maintenance window, you will see the column '[Chosen accounts package]' is not set to No.
Alternative solution is to complete the following steps:
Select Sales
Select Sales Invoice Menu
Select Export Sales Invoices To Sage
Select Export History
Find Batch Number And Corresponding Invoice Within Batch.
Press 'F3'
Press 'Yes' to the standard warning message.
If you found you were unable to delete the linked invoice before following these steps, You can now select and cancel that invoice.
Note: if this batch record is deleted you must make sure the accounts package is corrected to reflect this change.