How to Delete a Customer or Supplier Receipt in Qoyod

Guidelines for Deleting a Customer or Supplier Receipt (Voucher) in Qoyod

If you want to delete a customer or supplier receipt for any reason, such as incorrectly recording a payment on an invoice or making an erroneous payment, the method of handling differs depending on the situation. Therefore, it is recommended to first identify the appropriate scenario before taking any action.

First: Identify the Situation

Before deleting the receipt or modifying the transaction, make sure of your situation:

• Was the payment (receipt added) completely recorded by mistake?

• Was the payment made on the wrong invoice (i.e., the receipt was allocated to the wrong invoice)?

• Was an amount greater than the invoice value paid?

Based on that, follow the appropriate procedure below

Case One: Payment Was Completely Recorded by Mistake

In this case, you can delete the receipt (voucher) to cancel the entire transaction.

Steps to Delete a Customer Receipt (Voucher)

• Go to Sales

• Select Customer Receipts

• Search for the required receipt (voucher)

• Click the delete icon next to the receipt

Steps to Delete a Supplier Receipt (Voucher)

• Go to Purchases

• Select Supplier Receipts

• Search for the required receipt

• Click the delete icon next to the receipt

Case Two: Payment Was Made on the Wrong Invoice

In this case, it is not recommended to delete the receipt. Instead, you can only unassign it from the invoice and then reuse it.

Steps:

• Go to Sales (or Purchases, depending on the situation)

• Select Customer Receipts or Supplier Receipts

• Click View next to the required receipt

• The invoice linked to the receipt will appear

• Click Delete Assignment next to the invoice

The receipt will remain and can be assigned to another invoice correctly.

Case Three: An Amount Greater Than the Invoice Value Was Paid

In this case, it is not recommended to delete the receipt, because the payment is correct but contains an excess amount.

You can handle the excess amount through:

• Keeping it as a balance/credit for the customer/supplier to use later

• Or returning the amount by issuing another receipt.

Important Notes

Receipt Status

• You can delete a customer or supplier receipt even if it has been used or linked to invoices or other financial transactions

• You can delete:

  • Customer receipt

  • Supplier receipt
    even if it is assigned or linked to invoices

Accounting Impact When Deleting

When you delete a customer or supplier receipt:

• The automatic journal entry linked to the receipt is deleted

• The entry reference number is deleted (and is not reused)

• The customer or supplier balance is updated directly in the account statement

Therefore, it is recommended to use deletion only if the payment was completely recorded by mistake

Permissions

If the delete option does not appear, make sure the user has permission to delete receipts from:

• Settings → Users → Manage Roles

Receipt Numbering After Deletion

When you delete any receipt:

• The same sequential number is reused for the next receipt

Example:

• Last receipt number is (4 PYT)

• It was deleted

• The new receipt will take number (4) again

Recovering Deleted Receipts

• Deleted receipts cannot be recovered

• However, you can view their details through:

Path:

• Reports → User Operations Report

Required Filters:

• Document Type: Receipt

• Operation Type: Delete

Then click View next to the operation

E-invoicing

• You can delete the receipt regardless of whether e-invoicing is enabled or disabled

Keywords for Inquiry:

• How do I delete a customer receipt from the system?

• What is the method to delete a customer receipt?

• Can I delete a customer receipt after it has been used?

• How do I unassign a receipt?

• I paid the wrong invoice, how do I correct it?

• I overpaid, how do I get the difference back?

• How do I delete a customer receipt that I mistakenly recorded a payment for?

• How to delete/cancel a customer or supplier receipt

• Why doesn’t the delete option appear for receipts?

• Are specific permissions required to delete a receipt?

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