Returning or cancelling an invoice

Use a return when the customer brings items back. Use a cancel when the whole invoice was a mistake.

Return items

1. Go to Sales / POS > Invoice > Invoice History and find the invoice.
2. Open its actions menu and choose Return invoice.
3. Enter the quantity being returned for each item and save.
4. The items go back into stock. The return number can be used as a payment on the customer's next purchase.

Cancel an invoice

1. In Invoice History, open the invoice's actions menu and choose Cancel invoice.
2. Confirm and give a reason. All items return to stock and the invoice moves to Cancelled Invoices.

Tips

• Returns are listed in Invoice Return History, and cancellations in Cancelled Invoices, so managers can review them.
• Only users with the matching permissions can return or cancel. This protects you from unauthorised refunds.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.