Edit, cancel or return a sale
Open the sale from Sales. Edit changes the lines and re-posts stock and money; Cancel reverses the whole sale; Return takes back some items against it with a refund or a credit. Nothing is deleted; every change is recorded.
You need: Sale edit, void or return permission as the case may be
- Open Sales, find the sale (by number, customer, day or item) and open it.
- To change lines or the customer, press Edit, make the change, Save. Stock and the books are corrected to the new lines.
- To cancel the whole sale, press Cancel and give the reason. The sale stays visible, marked cancelled, and its stock returns.
- To take back some items, press Return, tick the items and quantities, choose refund by cash or keep as the customer's credit.
Works on: the web app.
Questions people ask
Can I change the date of a sale?
Yes, to any past day of this or the previous financial year, with the backdate permission (owners always have it).
What happens to a payment on a cancelled sale?
The receipt stays; the money becomes the customer's credit, refunded or used on the next bill.