💡How to Delete a Sale

This tutorial will guide you through the process of canceling or refunding a quote, invoice or receipt.

Note: Quotes, invoices, or receipts cannot be deleted but can be canceled or refunded.

Steps:

1. Click on "Sales & Orders" from the side menu and click on "Sales". This will take you to the Sales page.

2. Find and click on the quote, invoice or receipt you want to cancel or refund. This will take you to the details page.

3. Scroll to the bottom and click on the three dots button next to the Share button.

4. Click on "Cancel Sale" or "Refund Sale" from the dropdown menu.

5. Confirm the action to complete the update. If the alert customer checkbox is checked, an alert is sent to the customer. This alert will include a link that the customer can use to view the status of the sale.

FAQs

What happens when a sale is canceled or refunded?

When a quote, invoice, or receipt is Cancelled or Refunded, it is removed from your sales list. Additionally, the products on the invoice or receipt are added back to the inventory based on your Inventory Reduction settings in your sales settings.