How to cancel an invoice ?

You've sold a product or service by mistake and would like to cancel the invoice. Don't worry, this article explains how to do ....

If you want to cancel an invoice because of a mistake, here are the steps to be followed :

STEP 1 : GO TO FINANCIAL IN THE MEMBER FILE 

Go to the member file and click on the three dots, then go to the financial tab.

STEP 2 : FIND THE TARGETED INVOICE

You will find the targeted invoice.

STEP 3 : FOLLOW THE PROCESS

Select the three dots ...

and proceed to the action 'Cancel the invoice'.

STEP 4 : COMPLETE THE ACTION

When you click on 'Cancel the invoice', a message notifies that 'by confirming its cancellation you will automatically detach all payments associated with the invoice'. Indeed, the payment is not linked to any invoice and is floating as the invoice has been cancelled. It is also reminded that cancelling the invoice is irreversible and must be communicated to the member. You can click on 'Confirm'.

STEP 5 : CHECK THE RESULT

If you go to financial again and show 'Current operations only', you will find the payment 'To use'. 

If you go to 'Invoices' in the member file, you can see that the invoice is now 'cancelled' .

At this point, you can refund the overpayment to the member or cancel it. The member can also use this overpayment to settle the payment on a future purchase, partly or not.