To remove a order with a deposit applied to it, and to write a refund cheque for the deposit amount
If you haven't already read the Sales Overview, see Changing, removing and reversing sales for more information.
Use this procedure only if your transactions are changeable. See What are changeable and unchangeable transactions? for more information.
The order you want to remove should be displayed. If you need help doing this, see To view sales in the Sales Register.
- Delete any items, amounts, VAT and carriage from the invoice. When you're finished doing this, the amount in the Balance Due field will appear as a negative number.
- Click Record.
- A message appears, asking 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 write a refund cheque to the customer for the amount of the deposit.
- Click the Sales Register option in the Sales Command Centre then click the Returns & Credits tab. A list of all customer credits currently in your records will be displayed.
- Highlight the customer credit you recorded in step 2, then click the Pay Refund button.
- The refund cheque appears in the Settle Returns & Credits window. Click Print to print and record the refund cheque, or click Record to record the cheque.