{"id":8544,"date":"2024-03-07T09:45:00","date_gmt":"2024-03-07T07:45:00","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/editing-or-deleting-bank-transactions-invoices-payment-receipts-and-payments\/"},"modified":"2024-03-07T09:45:00","modified_gmt":"2024-03-07T07:45:00","slug":"editing-or-deleting-bank-transactions-invoices-payment-receipts-and-payments","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/editing-or-deleting-bank-transactions-invoices-payment-receipts-and-payments\/","title":{"rendered":"Editing or Deleting Bank Transactions, Invoices, Payment Receipts and Payments"},"content":{"rendered":"
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If a bank transaction<\/strong> has been saved in the programme as a bookkeeping entry, it can be deleted by removing that bookkeeping entry.<\/p>\n\n\n\n

If you use sales invoices<\/strong> or purchase invoices<\/strong>, and the bank transaction has been linked to an invoice, you must delete the payment receipt<\/strong> or payment<\/strong>. Simply deleting the bookkeeping entry is not sufficient \u2014 if you try to delete only the bookkeeping entry for a payment receipt or payment, the programme will always recreate it automatically.<\/p>\n\n\n\n

Please note that whenever you create sales invoices<\/strong> in the programme, you must also use the associated payment receipts<\/strong>. Likewise, whenever you receive or create purchase invoices<\/strong> in the programme, you must also use the associated payments<\/strong>.<\/p>\n\n\n\n

The examples primarily use sales invoices and payment receipts, but purchase invoices and payments work on exactly the same principle.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n

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1. Editing or deleting an unpaid invoice<\/h2>\n\n\n\n
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Invoices are managed in the programme under Actions > Sales Invoices<\/strong> or Purchase Invoices<\/strong>.<\/p>\n\n\n\n

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Unpaid sales or purchase invoices can be edited or deleted from the Actions menu on the right.<\/p>\n\n\n\n