Deleting a credit note: precautions to take

When you give the command to delete a debit credit note, the program may refuse to delete it. How can you solve this problem?

When you create a credit note and link it to an invoice, a payment slip is automatically created. When the credit note is deleted, the program checks for the existence of a linked payment slip and refuses deletion if one is found.

You must therefore first delete the payment slip before deleting the credit note. But be careful: first make sure that the payment has not already been exported to accounting. To do this, display the "Exported" column in the Payments file.

If the payment has already been exported, you will need to correct the accounting to reverse the payment entry, so that the accounting is consistent with the payments recorded in Business.