Deleting Sales Invoices and Credit Notes by E-Invoicing Status and Handling Financial Errors

Here is a clarification about the possibility of deleting sales invoices or credit memos, as the procedure differs depending on the type of transaction (invoice or credit memo) and the status of electronic invoicing.

First: Deleting the Credit Memo

It cannot be deleted after approval, according to the instructions of the Zakat, Tax and Customs Authority.

Alternative Steps to Handle an Incorrect Credit Memo:

1. Create a new sales invoice with the same data as the duplicate credit memo.

2. Allocate the credit memo to the new invoice.

   • This step cancels the effect of the incorrect credit memo.

Notes:

• You must ensure that the data matches exactly to avoid an incorrect financial impact.

Second: Deleting a Sales Invoice

It depends on the status of electronic invoicing.

If Electronic Invoicing Is Not Enabled:

1. If the Invoice Is Unpaid:

   • Click “Delete” next to the invoice.

2. If the Invoice Is Paid:

   • Delete the receipt or cancel its allocation:

     • Click “View” next to the receipt.

     • Then click “Delete” next to the invoice.

If Electronic Invoicing Is Enabled:

• The invoice cannot be deleted.

• You must create a credit memo to reverse the invoice instead of deleting it.