Cancelling/Refunding a Proforma Invoice or Special Customer Order

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

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.
   
1. If the account is an Account Customer, the credit will stay on their account under the payment unallocated, or be allocated to the oldest outstanding balance (paying that by the amount).
   
2. If the account is a Non Account Customer, the credit will stay on their payment transaction unallocated.
   

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 ...

• 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 ...

• 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 ...

• Refunding a Sale

  We have a video guide on setting up and doing refunds in Retailer - ? Point Of Sale - Refunds, No Sales, Previous Sales Using the Previous Sales Screen or a Receipt You can refund a sale from Retailer through the Point of Sale screen by scanning the ...

• Special Customer Orders Report

  The Special Customer Orders Report provides a list of all your past and current Special Customer Orders. It is useful for reviewing what a customer has ordered previously or for identifying outstanding orders that were created but never arrived in ...