Changing, removing and reversing sales

Sales Overview >Changing, removing and reversing sales

In MYOB Accounting Plus, sales can be easily changed, removed or reversed. Quotes and orders can be changed or removed at any time. The grouping of line items on a sale can be changed by inserting a line, deleting a line, inserting a header line or inserting a subtotal line. The ability to change, remove or reverse an invoice depends on the way you set up Accounting Plus. An important point to consider is if the sale in question is changeable or unchangeable. If your sale is changeable, you can make changes to a sale or remove the sale altogether from your ledger.

Unchangeable transactions work differently. By reversing an unchangeable sale, the effects of your original sale will no longer be part of your ledger; however, a record of the reversed sale, called a reversing transaction, will remain. Then, if you want, you can enter a new, correct transaction to replace the transaction you reversed. See What are changeable and unchangeable transactions? for more information.

When you remove a recurring template, the template is removed from your list of recurring templates only. Any transactions you recorded using a recurring template you remove won't be affected.

Changing the status of a sale

You can change the status of a sale. If you enter a quote or an order into Accounting Plus, you can easily convert it to an invoice once your customer is ready to buy your product or service. A quote can be changed into an order or invoice. An order can only be converted to an invoice.

Click below for the step-by-step procedure:

To change a quote or order

To change an invoice

To change a recurring template's name or frequency

To change a recurring template's line items and other information

To convert a quote to an order or invoice using the Sales window

To convert an order to an invoice using the Sales window

To credit a customer's account for an item invoice when the customer didn't return all the  items

To insert a line

To insert a header

To delete a line

To insert a subtotal

To remove a quote

To remove an order with no payment applied to it

To remove an invoice with no payment applied to it

To remove an order with a payment applied to it

To remove a order with a deposit applied to it, and to write a refund cheque for the deposit amount

To remove an invoice with a payment applied to it

To remove a recurring sales template

To reverse an invoice