Returns and Cancelling
Goods Sent Back — Credit Memo
On a delivered invoice, click Create Credit Memo. Type how many of each item came back and the reason, then save.
The app:
- puts the stock back,
- lowers the invoice (and the customer’s balance, sales and the salesman’s figures),
- gives the credit memo its own number (
CM-00001) and a printable form.
If the customer already paid more than the new total, the invoice shows a customer credit.
See all credit memos in Reports → Sales → Credit Memos.
Cancel an Invoice
Before delivery, an invoice with no payments can be cancelled (with permission to cancel orders; reason required). The order is cancelled too and the stock goes back.
After delivery, only the admin can void an invoice, and only if it has no payments.
To change what a customer receives before delivery, edit the order instead — or cancel and make a new one.