Delete an unpaid AP purchase invoice

You can only delete an AP purchase invoice that's in a Posted, Draft, or Declined state.

For AP purchase invoices in a Partially Paid state, first cancel the payment request, which sends the AP purchase invoice back to a Posted state. Then, you can delete the AP purchase invoice. You can delete AP purchase invoices in an Approved state only if there has not been a payment made against them.

For all other AP purchase invoice states (for example, a Paid AP purchase invoice), reverse the AP purchase invoice.

To track changes and maintain an audit trail, configure Accounts Payable to prevent deletion of unpaid AP purchase invoices. This option enables you to reverse an AP purchase invoice instead of delete it, which creates a record of the transaction in Intacct.
Subscription

Accounts Payable

User type

Business
Permissions

AP purchase invoices: List, Delete

  1. Go to Accounts Payable > All > AP purchase invoices.

  2. Find the AP purchase invoice you want to delete.

  3. Select More actions > Delete at the end of the row.

    You can delete an unpaid AP purchase invoice if:

    • You have Accounts Payable permissions to delete AP purchase invoices.
    • Your company is not enabled for reversals.
    • You are a Business user type.
    • There are no payments made against the AP purchase invoice.
    • The AP purchase invoice isn't the result of a charge payoff.

      In this case, reverse the AP purchase invoice.

    • The AP purchase invoice hasn't been reconciled.

      After an AP purchase invoice has been reconciled, you can no longer delete or reverse it. Instead, reopen the reconciliation to make changes.

    For an AP purchase invoice in an Approved state, you can only delete the AP purchase invoice if there isn't a payment made against it.

    For an AP purchase invoice in a Selected or Partially Paid state, cancel the associated payment request, then delete the AP purchase invoice.

  4. Select Delete to confirm.

  1. Go to Accounts Payable > All > AP purchase invoices.

  2. Select the appropriate AP purchase invoice and select Delete.

    You can delete an unpaid AP purchase invoice if:

    • You have Accounts Payable permissions to delete AP purchase invoices.
    • Your company is not enabled for reversals.
    • You are a Business user type.
    • There are no payments made against the AP purchase invoice.
    • The AP purchase invoice isn't the result of a charge payoff.

      In this case, reverse the AP purchase invoice.

    • The AP purchase invoice hasn't been reconciled.

      After an AP purchase invoice has been reconciled, you can no longer delete or reverse it. Instead, reopen the reconciliation to make changes.

    For an AP purchase invoice in an Approved state, you can only delete the AP purchase invoice if there isn't a payment made against it.

    For an AP purchase invoice in a Selected or Partially Paid state, cancel the associated payment request, then delete the AP purchase invoice.

  3. In the confirmation pop-up window, select OK.