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Discarding Sales Invoices

The Discard button on the document's detail page allows you to discard a document once it has been saved and assigned a number, but before it has been posted. A discarded document has a status of "Discarded".

You must specify a reason for discarding the document, which is stored with the record for future reference and auditing.

To discard a document:

Select the "In Progress" document that you want to discard.
Click Discard. If you can't see this button, contact your administrator.
Type a reason for discarding this document. You cannot leave this field blank.
Click Discard again.

If the document is an enterprise billingSupport for sales invoices and credit notes of more than 80 lines. You can use custom settings to adjust this threshold in some instances. document, you must use Extended EditionThe view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured.. If the number of lines is over the enterprise billing threshold, the process is run as an asynchronous batch job. You are notified of the success or failure of this operation.

If you discard a sales document that has had its tax calculated by an external system, any values held in the external system for the document will be deleted. (If values in the external system have been modified directly, it might not be possible to delete them and they may remain in a Voided state.)

Note: Note