Delete a Billing Cash Receipt(s) with LDO Enabled

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Overview

When the Large Data Optimizer (LDO) feature is enabled, Billing Cash Receipt (BCR) records cannot be deleted directly. Use the Delete BCR button on a Billing Cash Receipt record to run a background process that reverses the posted entries and removes the BCR. Starting with the Summer '26 release, this process also applies when a Credit Memo balance was applied to the Cash Receipt.

Important: The Delete BCR process for Invoice-type Billing Cash Receipts requires the Winter '25 release or higher. Support for deleting Credit Memo-type BCRs (Step 4b and the related note) requires the Summer '26 release or higher. If the Delete BCR button is not visible on the Billing Cash Receipt record, your administrator may need to add it to the page layout and assign the Delete BCRs custom permission to your permission sets. For setup instructions, see Winter '25 Configuration Changes. If LDO is not enabled in your org, see Delete Billing Cash Receipts from a Cash Receipt.

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Delete a BCR with LDO Enabled
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Delete a BCR with LDO Enabled

Warning: Deleting a BCR is permanent. The background process reverses the BCR's posted accounting entries and removes the record. Document the business reason for the deletion and obtain appropriate approval before proceeding.

Navigate to Accounting Home > Create Entries > Revenues > Cash Receipts.
Select a list view other than Recently Viewed. That list view does not support record row selection.
Select the Cash Receipt that has the BCR you want to delete.
Scroll to the related lists section of the Cash Receipt record and locate the BCR you want to delete:
- a. To delete a Billing application, find the Billings Applied To related list and click the link for the BCR record.
- b. To delete a Credit Memo application (Summer '26 and later), find the Credit Memos Applied related list and click the link for the BCR record.
Click Delete BCR. The Are you sure dialog box displays.

The Are you sure dialog box on a Billing Cash Receipt record

Click Confirm. The system runs a background process to reverse the BCR’s posted entries and delete it.

Note: The BCR must be in an open Accounting Period. If the Accounting Period is closed, the delete process is blocked; reopen the period before proceeding. The Delete BCR process handles unposting automatically. You do not need to manually unpost the BCR before using this button.

Note: Starting with the Summer '26 release, if a Credit Memo balance was applied to the Cash Receipt, deleting that BCR removes the Credit Memo application and reinstates the unapplied Credit Memo balance. To reapply after deletion, apply the Credit Memo balance back to the Cash Receipt first (on the Cash Receipt Apply screen, under Search for, select Credit Memos), then reapply the Cash Receipt to Billings. Applying to Billings first can result in an incorrect available balance. For full instructions, see Apply Cash Receipt.

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Delete a Billing Cash Receipt(s) with LDO Enabled

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