Voiding an invoice for an occasional customer
Posted: October 15th, 2013, 10:02 pmOnce you have posted an invoice for an occasional customer but decide it needs to be voided, you will need to do a return in Sales/ Invoices. Follow the steps below:
1. Go to Sales/Invoices.
2. Select Occasional for the Customer Type.
3. Select Return for the Trans. Type.
4. Enter the customer's name.
5. In the invoice details section, enter the Item ID purchased. The amount will automatically fill in as a negative amount.
6. Enter the payment information if they have been refunded. If a refund has not yet been issued, leave the payment information blank.
7. Post the invoice.
1. Go to Sales/Invoices.
2. Select Occasional for the Customer Type.
3. Select Return for the Trans. Type.
4. Enter the customer's name.
5. In the invoice details section, enter the Item ID purchased. The amount will automatically fill in as a negative amount.
6. Enter the payment information if they have been refunded. If a refund has not yet been issued, leave the payment information blank.
7. Post the invoice.