Voiding invoices


show more Voiding invoices provides you with in-depth training on Business. Taught by Curt Frye as part of the Excel 2007: Creating and Managing Invoices show less
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Voiding invoices

One of the most basic accounting principles is that you never delete a transaction. Instead of removing invoices from the table when a customer cancels an order, you can make them void and then use the contents of the void field to filter the table to show only active invoices. In this case, I will need to create a new field that keeps track of whether an invoice is void or not. So, to do that, I will click in the cell beside the right-most table column and name it InvoiceVoid. When I press Enter, Excel adds that field to the table.

The best way to indicate that an invoice has been voided is to add the word Void to the appropriate table column. So in this case, if customer 1825 decided to cancel this order, I can change it so that the invoice is marked as void. To do that, I will just type in the word Void. Now I can filter my table to only show those invoices that are active. To do that, I will click the InvoiceVoid column's filter arrow, clear Select All, and Display only those rows ...

Voiding invoices
Video duration: 1m 44s 42m 37s Intermediate

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Voiding invoices provides you with in-depth training on Business. Taught by Curt Frye as part of the Excel 2007: Creating and Managing Invoices

Subject:
Business
Software:
Excel
Author:
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