Deleting a sales document

Under normal circumstances, you can delete a sales document after creating it. However, there are specific circumstances where it is not possible to delete the document.

You cannot delete the following documents:

•  A document linked to another document. For example:
  • • A quote from which an order was generated.
    • An order from which a delivery note was generated.
    • A delivery note from which an invoice was generated.
    • An invoice from which a credit note was generated.
• Quotes, orders, and delivery notes that are Closed.
• Invoices that are posted or unposted.

To delete a sales document:

1. Access the list of the sales document you want to delete.

   Sales > Sales quotes, Sales orders, Sales delivery notes or Sales invoices

2. You can look for the document in the list or use the Search…   bar.
3. Delete the document ( ).