How to Cancel a Sales Invoice

Cancelling a sales invoice is a simple process that allows you to void an invoice if necessary. Follow the steps below to ensure the invoice is correctly cancelled and updated in the system.

1. Locate the Sales Invoice

• Navigate to the Sales Invoice section within your system.
• Search for the invoice you wish to cancel by using relevant details such as invoice number, customer name, or date.
• Open the invoice to view its details.

2. Click the "Cancel" Button

• Once the invoice is open, locate the "Cancel" button on the screen.
• Click the "Cancel" button to initiate the cancellation process.

3. Confirm the Cancellation

• A confirmation pop-up message will appear, asking you to verify your action.
• Review the details to ensure you are cancelling the correct invoice.
• Click "OK" to confirm.

4. Invoice Status Updates

• After cancellation, the invoice status will change to "Cancelled", indicating that the invoice is no longer valid.
• Any payments or transactions associated with the invoice may also be reversed, depending on your system's settings.

5. Option to Reopen the Cancelled Invoice

• If the cancellation was done by mistake or needs to be reversed, the system provides an option to Reopen the cancelled invoice.
• Locate the cancelled invoice and check for a "Reopen" button.
• Click "Reopen" to restore the invoice, allowing further modifications or processing as needed.

By following these steps, you can efficiently cancel a sales invoice while ensuring proper record-keeping and transaction management.