general

What is the recommended process for deleting incorrect transactions?

If you have a sequence of transactions, such as an Estimate, Sales Order, Invoice, and Payment, follow these steps to reverse / delete them properly:

  • Begin by deleting the most recent transaction, which is the Payment in this example.
  • Then, work backwards: delete the Invoice, followed by the Sales Order, and finally the Estimate. This ensures a systematic and correct reversal of the entries.

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