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This text refers to program version 4.0  

Record Menu - Invalidate

You can use this function when an Invoice or Purchase Invoice is open in a record window, when it is necessary to remove an Invoice from the Sales Ledger or a Purchase Invoice from the Purchase Ledger. Any associated Nominal Ledger Transaction will be removed from the Nominal Ledger as well. As illustrated below, an invalidated Invoice is easily distinguished because all fields have red lines drawn through them. You can invalidate Activities, Expenses and Personnel Payments in the same way.

In the case of Sales Invoices, the function is designed for use in situations where Invoice Numbers are pre-determined (perhaps through being printed on Invoice stationery) and where it is not desirable to raise a Credit Note. It is not recommended for use where the cancelling of an Invoice has implications for the stock system. In these circumstances, you should issue a Credit Note, and receive the goods back into stock using the Goods Receipt or Returned Goods registers. These issues are fully described here.

In the case of Activities, once an Activity has been marked as Done and saved, the To Do and Private boxes, the Start and End Dates and Times and the Calendar options cannot be changed. If you realise that a Done Activity contains a mistake, open it and select 'Invalidate' from the Record menu. Red lines will be drawn through all the fields, and the Activity will be removed from the Calendar, Task Manager and all reports. Then click the [Duplicate] button in the Button Bar to create a new Activity without the mistake. Activities are described here.

!	The invalidation of an Invoice or Activity cannot be reversed.

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