Delete an Installment Invoice

Before deleting an installment invoice, a verification must be done to check if there are no deposits on collection associated, that the invoice is not paid, and that the accounting entry is not made.

To check if a deposit on collection is registered:

Go to: Banking → Banking Operations.

In the Search Banking Operation section, filter for the customers.

To check if the installment invoice has been paid:

Go to: Accounts Receivable → Contract Management → Register Contracts.

In the Search Contracts Registered section, search in the Customer drop down for the customer's name.

In the Registered Customer Contracts section, select the Edit icon in the "Sel" column for the contract that corresponds to the customer.

In the Register Customer Contracts section, select the Icon  of registered payments.

The Define Installments section will open, in the Pay Dt column, one can verify if the installment invoice has been paid.

To verify that an accounting entry hasn't been entered:

Go to: Accounts Receivable → Register and Issue of Sales Invoice

Enter the customer's name in the Select CUSTOMER field. 

Press Search 

In the Documents Issues section, in the # internal column, select the invoice number to be deleted.

Verify in the Accounting Entry Documents of A/R section, if an accounting entry has been entered.

To delete an installment transaction of an open month, then the following steps must be carried out:

Go to: Accounts Receivable → Register and Issue of Sales Invoice

Enter the customer's name in the Select CUSTOMER field. 

Press Search 

In the Documents Issues section, in the # internal column, select the invoice number to be deleted.

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Press Cancel to delete Invoice.

If the accounting month in Accounts Receivable is closed, then a ticket must be opened addressing the Novohit support staff.

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