Forum Discussion

ConchiM's avatar
ConchiM
User
2 years ago

Sales order cancelled by customer with a deposit paid

Hi,

 

We have a customer that has requested cancellation of our sales order. The customer is prepaid and paid a deposit in February 22. The items on their order have not been sent to the customer because the items are on backorder.  As the items are not currently in stock i can not covert the sales order into an Invoice.  I now have to create a credit note to enable a refund to our customer.  What are the steps to do this?

thanks

Conchi

1 Reply

Sort By
Replies have been turned off for this discussion
  • Komal_S's avatar
    Komal_S
    MYOB Moderator
    2 years ago

    Hi ConchiM 


    Please follow the steps given: 

     

    1. Reverse the invoice to create a credit note of the original transaction
      1. Ensure the Setup>>Preferences>>Security>>Transactions can't be changed they must be reversed is enabled.
      2. Navigate to the required invoice.
      3. Choose Edit>>Reverse Invoice.
      4. Record the Reversal.
    2. Navigate to the Sales>>Sales Register>>Returns and Credits
      • Highlight the desired credit note, select Pay Refund and record the necessary Settle Return and Credits transaction for the amount of the refund. Ensure that the amount listed on the transaction is correct
      • Highlight the desired credit note, select Apply to Invoice and record the necessary Settle Return and Credits transaction allocating the desired amount to the outstanding invoice and another charge invoice.

    What the above process will do is generate a credit note for the transaction and then allows for that credit to be allocated to the individual parts of the situation (original invoice, new invoice charge and the refund).