Undoing Account Sales
If an error is made during the processing of an Account Sale, it is possible to undo the sale and return the status back to Unconditional. This will allow you to start the process again and enter the information correctly.
Adjusting the sale will delete any invoices that were created when the Account Sale was processed
along with transactions that were created
To begin select "Adjust Sale"
Types of Adjustments to Consider
One of the most important steps you can take when making any decision to revert back to a previous status is to select the right option. Depending on your specific scenario, it's important to take your time and carefully consider all of the options before making your decision.
Undo Everything
In order to select Undo Everything, transactions should not be bank reconciled or created with a date in a prior month. If any payments to the Vendor or yourselves have been banked, then do not use this option.
(refer to the article Adjusting a Sale for additional options)
Add a reason as to why the Account Sale is being reversed and select Continue
Select Yes to clear the transactions that were created
The invoices have now been deleted
The status is now Unconditional
The payments created at the Account Sale have also been removed
The Account Sale can now be processed again.