Delete and Void a Transaction
Financial records are not deleted. Where a transaction has hit the ledger it is voided — reversed and marked cancelled, with the document and its number left in place. This page lists everything that has been voided or deleted.
Where to find it
Go to Setup > Users & Void. Voiding and deleting are done from each transaction's own listing page; this screen is the record of what has been reversed.
Delete or void
| Action | Applies to | Effect |
|---|---|---|
| Delete | Documents that never reached the ledger — a sales or purchase order with nothing delivered or received against it. | The record is removed. |
| Void | Anything that has posted — deliveries, invoices, payments, credit notes. | Ledger entries and stock movements are reversed; the reference remains, marked void. |
Once a document has been acted on — an order delivered, a delivery invoiced — deletion is blocked and void is the only route.
Restorable delete
A document removed with the restorable Delete is not gone. It is set aside, and it appears in the Voided / Deleted register with two actions:
| Action | Effect |
|---|---|
| Restore | Brings the document back as it was. |
| Delete Permanently | Gives up the restore and turns the document into an ordinary void. |
Delete Permanently is offered wherever Restore is — in the register and on the document's own view. It needs delete rights on that document type, the same right Void needs.
A voided entry cannot be restored. If it was voided in error the transaction has to be entered again, so check before confirming. A restorable delete is the reversible option; a permanent delete is not.
Why the reference survives
Voiding keeps the number in sequence. A gap in document numbering is exactly what an auditor asks about, so the system retains the reference and marks it cancelled rather than removing it.
Related pages
- Users and Their Permissions — who may void
- Roles and Permissions — restricting the void permission
- Invoice to Credit Note — correcting a sale without voiding
- Supplier Debit Note — correcting a purchase without voiding