Cancelling/Refunding a Proforma Invoice or Special Customer Order

This advice will describe the steps in cancelling a Proforma Invoice or Special Customer Order, reversing an invoice, and having any balances paid credited back.

Cancelling a Proforma

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.
   

Reversing an invoice

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 invoice. Use the filters in the search screen to make it easier.
   
3. Once the invoice is selected, and back in the Quote and Invoice Management screen, click the Reverse status button.
4. The status will change to a proforma 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.

• Related Articles

• New Quote and Invoice Management

  In Retailer version 3.3 we have re-imagined our Quote and Invoice management facility to add new functionality that have been requested by users. The core of the changes to the module relate to the added ability to reserve stock and the integration ...

• Orders Report (Orders Maintenance)

  The Orders Maintenance screen is where supplier orders are usually managed, and there is a report that can be run on the orders in the system. This report will display details of each supplier order, and details of the stock on the orders. Generating ...

• New Special Customer Orders by ALT+T

  In version 3.3 we have completely replaced the previous Special Customer Orders facility and wrapped this completely into Quote and Invoice Management. Special Customer order is now simply become an Accepted Quote/Proforma Invoice. This gives special ...

• Change the Customer for a Quote

  For any customer quotes that are done in the Quote and Invoice Management screen, as they are not final, they can be switched to a different customer. This may be needed if the wrong customer name/account was placed against it, or they've arranged ...

• Refunding a Sale

  We have a video guide on setting up and doing refunds in Retailer - ? Point Of Sale - Refunds, No Sales, Previous Sales There are multiple methods of refunding a sale in Retailer using the Point of Sale. Using the Previous Sales Screen or a Receipt ...