Error corrections and refund guide

Find out how to edit or delete transactions. This includes invoices, payments, refunds, and receipts.

Sales

Quotes

Edit a quote

Delete a quote

Estimates

Edit an estimate

Delete an estimate

Quick entries

Edit a sales quick entry

Delete a sales quick entry

 

Customers

Receipts

Edit a customer receipt

Delete a customer receipt

Delete a customer payment on account

Edit a customer payment on account

Refunds

Edit a customer refund

Delete a customer refund

Purchases

Invoices

Delete a purchase invoice

Quick entries

Edit a purchase quick entry

Delete a purchase quick entry

 

Banking

Delete bank transactions

Payments

Delete an Other Payment

Edit an Other Payment

Receipts

Delete an Other Receipt

Edit an Other Receipt

Transfers

Delete a bank transfer

Edit a bank transfer

Card Payments

Refund a card payment via Stripe

Edit or delete a Sage Pay transaction

Journals

Edit a journal

Delete a journal

Reverse a journal

Opening balances

Edit a customer opening balance

Edit a supplier opening balance

Edit a nominal opening balance