Change or Cancel Customer Invoice
To access the CUSTOMERS screen: Go to the SALES menu → CUSTOMERS screen
To cancel or change an invoice - you must back off any payments or credits. Once an invoice is cancelled, the system will set the invoice to cancelled, and reopen the booking. You can now modify the price, scale ticket, etc., and re-invoice the customer. Once completed, you can add the payments back to the customer account.
Click Customer Details.
From the Invoices tab, locate the invoice.
Click Cancel Invoice.
Note: the "cancel invoice" button will not be shown if you have any payments or credits applied to the invoice. You must first cancel the payment or credit applied to the invoice before the cancel invoice button will appear. Prepayments are exempt from this. You can cancel an invoice with a prepayment.
You will receive the following message, which allows you to confirm before proceeding.
You will be asked to confirm cancelling the Invoice.
Click YES, the Invoice is cancelled.
Click NO, you are returned to the Customer Details window.
The Invoice is now Cancelled and the system will alert you that the pick up has been reopened and set to a posted status. You can now modify your pick up values or price and re-invoice the customer.
