How to Remove a Confirmed Sales Import

If you need to remove a confirmed sales import (displayed in green), follow these steps:

Step 1: Navigate to the Sales Import

1. Go to DISTRIBUTION > Imports.
2. Locate and click on the green tile representing the sales import you want to remove.
3. In the side window that opens, click on the statement.

Step 2: Open the Related Invoice

1. In V2.0, at the top right of the side window, click on the button labeled Open Related Invoice.
2. In V1, the button can be found at the bottom.

Step 3: Change Invoice Status

1. If the invoice is still unlocked, click on Change Status. Otherwise make sure to unlock the Invoice first.
2. Set the invoice status to Delete Invoice.

Note on deleting invoices:
Before you proceed, verify with your accounting department that you have permission to delete the related invoice. They may have already accounted the invoice!

Also , if a payment has already been made for this invoice, you must remove the payment before deleting the invoice.

In both cases, consider setting the invoice to Cancelled instead of deleting it. This keeps a trace of the transaction as a cancelled invoice, which can be more beneficial for record-keeping.

Note on deleting Digital Sales Statement Invoices

If the invoice is part of a digital sales statement, the deletion process might take longer due to the need to remove multiple data relations.

Step 4: Return to Distribution Imports

1. After deleting the invoice, go back to DISTRIBUTION > IMPORTS.
2. You will now see your import displayed in orange with the status matching complete.

Step 5: Delete the Sales Import

• In V2.0: Click the x icon at the bottom left of the orange tile.
• In V1.0: Navigate through the statement list, select the statement, and delete it from the list.
  
  
• A prompt will appear asking, “Are you sure you want to delete the Statement?” Confirm by selecting Yes.