[AR] Deleting or Adjusting an AR Invoice in an Open Month

1. Open AR Invoice Entry:

   • Go to AR > Programs > AR Invoice Entry.

   • Start a new batch in the same month as the invoice.

   • Go to File → Add Transaction.

2. Select Transaction:

   • In AR Add Transaction to Batch, use F4 lookup in the Transaction # field.

   • Filter by Invoice, Customer, Date, Type, or Number to find the transaction.

   • Select it and click OK → Add to Batch.

3. Adjust or Delete:

   • To adjust: modify the transaction as needed → Save → File → Process Batch.

   • To delete: set Action = Delete → Save → File → Process Batch.

4. If Transaction is Unposted:

   • Open the existing batch → go to the Grid tab.

   • Select the transaction → click the trashcan icon → confirm deletion.

This brings the transaction into the batch for editing or removal in an open month.