How to delete a document

Deleting a document isn't always the best solution. Ask yourself why you are deleting the document. Is it because there is a duplicate? Customer change their mind on an order? Cancel the order in the latter case. Remember, all actions are logged in the audit log. If you determine that you do need to delete a document, you must start with the very last related document and work backwards from that.

For example, if you wanted to delete a Sales Order but had generated a related Sales Invoice, you would start with the Sales Invoice and then the Sales Order. Here is the process step by step:

Deleting a Document

1) Open the document you want to delete.

2) Navigate to Show > Transactions to determine the last transaction in the transactions that are linked to the document you want to delete.

3) Open the last document that was created. From our example in the previous section, a sales invoice is the last document created so you will need to delete the sales invoice.

4) Once done voiding/deleting the linked documents, you can now delete the document.

5) Navigate to More actions > Delete.

Deleting a Sales Order

If you receive and error, it will let you know why the delete failed. Most of the time it's because there is another linked document further down the line.

Note: Important thing to note in deleting documents is that there is not a way to delete cash receipts, payments and bill payments for auditing purposes. But all of those documents can be voided. What this will do is create an offsetting journal entry to basically cancel out the payment entry. Here is the article for voiding payment entries.

• Related Articles

• Deleting Documents

  Removing, deleting and voiding documents - what you need to know. Certain documents in CustomBooks™ may be deleted if they were created by mistake or are not needed. Please read the following guidelines and rules for removing documents. Documents may ...

• Is there an easy way to create an Invoice or other document on a regular basis?

  Yes, there is. Actually there is more than one way. CustomBooks™ provides both a copy feature and the ability to create a recurring template. Solution #1: Copy Use this solution if you would like to make a one-time copy of an existing document. 1. ...

• The New CustomBooks™ Document Footer

  We've redesigned the document footer so that it's consistent across documents where totals are shown. It includes: Information that you'd expect to see in an easy to read format. Line total - Discounts = Subtotal + Shipping + Sales tax = Total. See ...

• Getting Started - Setup Lists and Document Auto-Numbering

  Auto-Numbering The Auto-Numbering feature in CustomBooks™ allows users to customize the numbering scheme for lists and documents, providing flexibility in organizing and tracking entries and documents. This ensures that each new object or document ...

• Document Views

  List View The list view shows the list of the documents that have been created of that document type. A list of bill payments in the system. The list may be filtered by any field by using the Configure List option in Settings. Filtering may be also ...