▶ How do I Unlink a Sales Invoice and a Receipt in Scribe Accounts?

If an incorrect sales invoice has been converted to a receipt, you can manually unlink the invoice from the receipt. 

This process can be useful where a different sales invoice needs to be linked to the receipt. 

Step-by-Step Guide:

1. Navigate to the Sales Invoices Menu:

   • Open Scribe Accounts.
   • Navigate to Transactions → Sales Invoices.

2. Select the Sales Invoice to Edit:

   • In the Sales Invoices list view, find the sales invoice you wish to link to a receipt.
   • Click on the invoice to open it for editing.

3. Open the Related Records Section:

   • Once the sales invoice is open, locate the Related Records section.
   • Click on this section to drop down additional options.

4. Unlink the Sales Invoice and Receipt:

   • In the Related Records section, you will see the receipt record.
   • Click on the three dots to the right of the receipt and Unlink.

5. Save the Changes:

   • Ensure you save the changes by clicking the Save button against the invoice.