Article ID: 117314, created on Sep 17, 2013, last review on May 11, 2014

  • Applies to:
  • Business Automation

Question

Is it possible to remove unnecessary or mistakenly created financial document like invoice or payment?

Answer

Since PBA-E is billing system most of objects (entities) cannot be deleted due to security, audit and database integrity reasons:

  1. Removing financial document from database may cause database inconsistency (there may be orphaned links from database tables to non-existent document).

  2. Credit/Debit memos, refunds, payments (without any already processed transactions, e.g. non-credit card payments) in status "Hold" can safely be deleted from PBA. Credit/Debit memos, refunds, payments in other statuses as well as credit card payments and invoices in all statuses can not be removed from PBA, because this is important from audit point of view.

Unnecessary or mistakenly created invoice or payment that can not be deleted may be closed by credit or debit memo, this is the only safe and recommended way.

Search Words

payment

invoice

remove financial document

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