Invoice Module
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      2. Invoice Module

      Canceling a Customer Order

      In order to remove an order's deposit, we recommend creating a new payment method dubbed Cancel Deposit so it doesn't mess up your end of day.

      With a Deposit

      • First, go to the Contact/Co. module.
      • Under the Order tab in your customer's profile. 
      • Select the invoice to cancel. 
      • Do a right-click on the invoice and select Cancel Invoice
      • In the new window, select Cancel Invoice
      • Back in the Invoice module, you'll see the order as initially created.
      • Click on Payment.
      • If the customer is with you in-store, proceed to the refund with the same payment method used initially. Make a negative(-) payment to do a refund. 
        • If the customer is not with you or they lost their receipt, simply use the previously created Cancel Deposit payment method as recommended.
      • Click on Finalize Transaction.

       

      Without a Deposit

      • First, go to the Contact/Co. module.
      • Under the Order tab in your customer's profile. 
      • Select the invoice to cancel. 
      • Do a right-click on the invoice and select Cancel Invoice
      • In the new window, select Cancel Invoice
      • Enter your credentials in the login window to complete the process.