Sales

To delete an invoice (with a deposit)

Note:
Use this procedure only if your transactions are changeable. (To learn if transactions are changeable or unchangeable)

The invoice you want to delete should be displayed. [To view sales (Sales Register)]

  1. Delete any items, amounts, tax and freight from the invoice. When you're finished doing this, the amount in the Balance Due field will appear as a negative amount. The balance is the amount of the deposit (and payments, if any,) applied to the sale.


  2. Click Record.


  3. A message asks whether you wish to record the sale. Click OK.


    You've just created a transaction -- called a customer credit -- that indicates that you owe the customer the amount of his or her deposit. In the remaining steps of this task, you'll pay a refund to the customer for the amount of the deposit.
  1. Click the Sales Register option in the Sales Command Center, then click the Returns & Credits tab. A list of all customer credits currently in your records will be displayed.


  2. Click the Sales Register option in the Sales Command Center and then click the Returns & Credits tab.


  3. Highlight the customer credit you recorded in step 2, then click the Pay Refund button.


  4. The refund appears in the Settle Returns & Credits window.


    If you're not paying the refund with a check, enter a word or letters in the Check # field; for example, CASH or an abbreviation for a credit card.
    Click Print to print and record a refund check, or click Record to record the refund.

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