To remove an order with a deposit applied to it, and to enter a refund from the supplier for the deposit amount

If you haven't already read the Purchases Overview, see Changing, removing and reversing purchases for more information.

Use this procedure only if your transactions are changeable. See What are changeable and unchangeable transactions? for more information.

The order you want to remove should be displayed. If you need help doing this, see To view purchases in the Purchases Register.

  1. Delete any items, amounts, VAT and carriage from the purchase. When you're finished doing this, the amount in the Balance Due field will appear as a negative number.
  2. A debit memo can only be created using a purchase form. Click the Change to Purchase button, then click OK to record the supplier debit.
  3. A message appears, asking whether you wish to record the purchase. Click OK.

  1. Click the Purchases Register in the Purchases Command Centre, then click the Returns & Debits tab, displaying all supplier debits currently in your records.
  2. Highlight the supplier debit you recorded in step 3, then click the Receive Refund button.
  3. The refund appears in the Settle Returns & Debits window. Click Record.