Delete a receipt only when it was entered by mistake, for example twice, or for the wrong customer. Deleting it removes the payment from the customer's account and from your cash or bank account, and the invoices it paid show that amount as owing again.
Before you start
- You need the Delete transactions right, or you must be an Administrator. An administrator gives this right under Setup → Users, by ticking Delete transactions on your user.
- Every deleted receipt is kept in the Audit log, with who deleted it and when.
Steps
- Open Sales → Customer Receipts.
- Find the receipt and click the red bin icon on its row.
- Confirm the delete.
- If the receipt paid a guest's stay that is already checked out, a second message warns that the closed folio will owe this amount again. Click OK only if that is what you want.
Tips
- If the amount was wrong, open the receipt and correct it instead of deleting it. Lowering an old receipt's amount needs the Reduce old receipt amount right.
- After deleting, check the invoices the receipt paid. They show the amount as owing again, ready for the correct receipt.
Common problems
- There is no bin icon on any receipt → you don't have the Delete transactions right. Ask an administrator.
- One receipt has no bin icon → it can't be deleted yet:
- It is the deposit for an advance booking that hasn't been checked in. Cancel the booking or check the guest in first.
- It pays a folio whose guest is still in-house. Check the stay out first.
- "Deleting a receipt needs the Can delete transactions right" → ask an administrator to delete it, or to give you the right.
- The date is in a closed period → reopen the period first, or ask your accountant.