Clearing old vendor invoices

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Teresa Cowley

• May 23, 2024 15:40

I have a number of AP vendor accounts that have invoices that are either already paid or just incorrect.   How do I void, delete or otherwise remove these from the current period?  I can't just hit 'delete' because they're from months long since closed.

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  Rebecca Ralls

  • May 26, 2024 01:35

  Hi Teresa,

  You can create credit memos to reverse them and back them out. 

  From the invoice you want to reverse, clidk the "Clone with lines" button, set the Issue date as the date you want to write them off as of (maybe your earliest open period?) and make sure you click the "Clone as Credit Memo" box. 

  Once it's created, adjust the amounts and the GL accounts/Accounting variables, and post it. 

  Then from the credit memo, you can click the "Apply/Unapply Credit Memo" button and apply the credit memo to the invoice. 

  That will clear them out.  

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