Delete Billing Cash Receipts from a Cash Receipt

Overview 

Important: The ability to delete Billing Cash Receipts (BCRs) using the information in this article is only applicable if your org is currently on the Winter ’25 release or higher.

Use the Delete BCRs button on a Cash Receipt record to delete all associated Billing Cash Receipts (BCRs) directly from the Cash Receipt. For example, you might have selected to pay the most recent Billings, but later realized that you should have selected the Billings with the oldest Due Date. Using this example, you can use the Delete BCRs button to delete all of the associated Billing Cash Receipts (BCRs) and start over (sorting the list of Billings by Due Date).

An asynchronous process will run in the background to delete as many associated BCR records as possible. If any Billing Cash Receipts remain, you can click the Delete BCRs button again or manually delete the remaining BCR records.

This process will only delete Billing Cash Receipts that are in an open Accounting Period. Additionally, when the Billing Cash Receipts are deleted, the resulting Balance will be restored on any associated Billings, as long as the Cash Receipt has NOT been voided. If the Cash Receipt has been voided, deleting the BCRs will have no effect on the Balance on the Billing.

Delete Billing Cash Receipts (BCRs)

1. Navigate to Accounting Home and click the Create Entries tab. Then, under the Revenues menu, click Cash Receipts.
2. Select a list view (other than the Recently Viewed list view).
3. Select the Cash Receipt for which you want to delete the Billing Cash Receipts (BCRs).
4. Click Delete BCRs. The Are you sure dialog box displays.
   
   
   
   
5. Click Confirm.
   
   An asynchronous process will run in the background to delete the associated Billing Cash Receipts (BCRs).

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Winter '25 Release

Release Notes and Schedule

• This article is new with the Winter '25 release.