Overview
If for any reason an invoice needs to be canceled, please click the "Void" option. This article explains how to do it. Keep in mind that only the Sales Managers and Admins are allowed to void an order.
Instructions for Voiding Orders
Important
Once an invoice is deleted or voided, it cannot be recovered; the items will be sent back to inventory and a new invoice should be created. The voided invoice will remain visible on the Order Summary screen. The invoice will be marked as "Voided" and the totals will be zero for both the box quantity and dollar amount.
1) Go to Order Entry > Order Summary.
2) Use the available filters to find the desired order.
3) Once found, under the "Actions" column click on "Void".
4) A confirmation window will pop up. Click on Void to finish.
5) A message will appear at the top of the screen confirming that the order was successfully voided and in the Status column, a canceled icon will appear.
Information
-If any item of the order has already been shipped, the order cannot be voided. For voiding the order, use the Return Option with the scan gun in order to receive the product back first and then you will be able to void the order
-If an invoice has already been paid, the payment must be reversed/edited before the invoice can be voided.