1. From the Main Screen of Retailer click on Stock Maintenance --> Quote and Invoice Management
   
2. Click on the search button (magnifying glass) to find the Proforma invoice. Use the filters in the search screen to make it easier.
   
3. Once the Proforma invoice is selected, and back in the Quote and Invoice Management screen, click the Cancel Proforma button.
4. The status will change to Cancelled at the top.
   
5. Any paid balances so far will be credited back to the account.
   

Only invoices from quote and invoice management can be reversed this way.
You cannot reverse an invoice that has shown on a statement already.

For Account Customers, if the credit is unallocated, it will usually allocate to the next charge/invoice placed on the account. You can arrange to do a refund of unallocated credits using the information below.

For Non Account Customers, it will always stay there unallocated, and have to be refunded according to the information below.

That credit can be turned into a refund, and for more information on this, click HERE.

You cannot edit the customer directly on a Proforma Invoice, and there is no option to reverse it back to a Quote. Instead, use the Copy button to duplicate the Proforma as a new Quote, then update the customer on that Quote.

1. From the Main Screen of Retailer click on Stock Maintenance → Quote and Invoice Management.
2. Find and open the original Proforma.
3. Click the Copy button. A new Quote will be created with the same items, linked to the original customer.
4. On the new Quote, update the Customer field to the correct customer and save.
5. Convert the new Quote to a Proforma when ready.
6. Go back to the original Proforma and click Cancel Proforma to cancel it.