Making Changes to a Sales Failure: Editing, Unposting & Deleting a Sales Failure

Sales Failures CANNOT be Edited, they can only be Deleted, after they have first been Unreconciled and Unposted.

Once the Sales Failure is deleted, the Amount Outstanding on the Sales Invoice will be reduced by the amount of the failure.

Step-By-Step Guide

1. 1. Unreconcile the Sale Failure, see Unreconciling Sales Payments
   2. Select the Sales Failure, there are 3 options:
      • From the Sales Failure List View
      • From the Sales Payment History of the relevant Sales Invoice
      • From the Sales Payment that originally failed
   3. Click Unpost
   4. Click Delete

Once the Sales Failure has been Unposted, the Posting Status will show as Draft, and the Editing Status will show as Unrestricted.

Note that a Deleted Transaction will be saved in the list of Transactions with the Posting Status Deleted to preserve the audit trail.