Cancellation - Cancel Entire Invoice

  • Updated

Your customer wants to return the purchased sales items or you simply mistyped the invoice? In enforePOS, you can void the entire invoice in no time. You will learn how to do that in this How-To.

You can open and void invoices, specify void reasons and print voided invoices directly from the cash register or from the POS menu. Alternatively, you can use the QR code of the invoice to do so. 

Void Invoice directly from the Cash Register

Learn how to open an invoice directly from the cash register here

  1. Once you've found the invoice and wish to quickly void the invoice, swipe your finger across the invoice from right to left. 
  2. Tap on Deactivate.svg. Bildschirmfoto_2022-09-21_um_14.51.21.png ⮕ The Void Invoice window opens. 
  3. Tap on the [Reason for Void] field. 
    ⮕ The selection menu with the predefined reasons for void opens.
  4. Select the reason for void by tapping on it. Bildschirmfoto_2022-09-21_um_14.53.05.png ⮕ The selection menu closes.
  5. Tap on [Void].

Void Invoice from the POS menu

Alternatively, you can open the invoice via the POS menu. You can find out how to do this here.

  1. Tap on Ellipsis.svg in the upper right corner after opening the invoice via the POS menu. Bildschirmfoto_2022-09-21_um_14.58.17.png ⮕ The selection menu opens.
  2. Tap on Void Invoice. Bildschirmfoto_2022-09-21_um_15.02.32.png ⮕ The Void Invoice window opens.
  3. Tap on the [Reason for Void] field. 
  4. Select the reason for void by tapping on it. Bildschirmfoto_2022-09-21_um_15.03.31.png ⮕ The selection menu closes.
  5. Tap on [Void]

Void Invoice using the QR code

To learn how to open an invoice using the QR code, click here

  1. Tap on [Void invoice] after scanning the QR code. Bildschirmfoto_2022-09-21_um_15.06.30.png ⮕ The Void invoice window opens.
  2. Follow steps 3 – 5 from the previous section.

Refund of an Amount

In the following window, you can choose between a cash refund, a bank transfer, an existing or a new gift card or a payout at a later date. 

Note that you do not cash out the refund of an invoice paid by card, so that the cash balance in your cash register at the end of the day is correct and there is no shortfall.


Bildschirmfoto_2022-09-21_um_15.25.24.png

Cash Refund

  1. Choose Cash Refund.
  2. Tap on [Next]. Bildschirmfoto_2022-09-21_um_15.40.21.png

Refund via Bank Transfer

Requirements

  • You have linked a bank account to your Business Account

To issue a refund by bank transfer, proceed as follows:

  1. Tap Bank Transfer. Bildschirmfoto_2022-09-21_um_15.51.32.png
  2. Choose one of your bank accounts from which the amount to be refunded should be debited.
  3. Tap on [Next]. Bildschirmfoto_2022-09-21_um_15.53.23.png

Existing Gift Card

To pay out a refund with an existing gift card, you must have sold a gift card in your cash register beforehand.

  1. Choose Existing Gift Card.
    ⮕ The window Enter or Scan the Barcode opens.
  2. Scan or type in the barcode of the gift card. Bildschirmfoto_2022-09-21_um_15.57.58.png

New Gift Card

To pay out a refund with a new gift card, you must have previously created a gift card without a set price.

  1. Choose New Gift Card
  2. Choose a gift card.Bildschirmfoto_2022-09-21_um_16.12.55.png

Payout Later

You have the option of paying out the refund for the voided invoice later, for example if your bookkeeping is scheduled for fixed dates. To do this, proceed as follows:

  1. In the Void Invoice window, select Payout Later.Bildschirmfoto_2022-09-21_um_16.13.30.png
  2. Tap on [Next].
    ⮕ The credit memo with the amount to be refunded appears in the Sales Returns tab.
    Bildschirmfoto_2022-09-21_um_16.14.44.png
  3. Tap on the credit memo to refund the amount.Bildschirmfoto_2022-09-21_um_16.16.07.png⮕ The Credit Memo window opens.
  4. Tap Ellipsis.svg.
  5. Tap Refund.Bildschirmfoto_2022-09-21_um_16.17.21.png⮕ The Refund window opens. Now you can refund the amount.

Selection of the receipt

You can also send the receipt to a mobile phone or as an email to your customer. To do this, select the appropriate option and follow the prompts from enforePOS. You will need your customer's mobile phone number or email address.

Be sure to insert the mobile phone number with international access code.

  1. Choose how your customer wants to have the receipt.
  2. Tap [Complete]. Bildschirmfoto_2022-09-21_um_16.19.08.png⮕ The Void Invoice window is closed. If your customer has asked to receive the receipt by email, he will receive an email with the receipt. Bildschirmfoto_2022-09-21_um_16.25.42.png A credit memo sent via SMS looks like this: File__1_.jpg By tapping on the link, the credit note can be opened as a PDF.
    ⮕ In the Sales History window, the icon Deactivate.svg indicates that the invoice is voided. Bildschirmfoto_2022-09-21_um_16.33.52.png

Print Voided Invoices

  1. Swipe your finger across the invoice from right to left. 
  2. Tap on Print.svg. Bildschirmfoto_2022-09-21_um_16.40.12.png ⮕ The Receipt window opens.
  3. Select the Printout option.
  4. Tap on [Complete]. Bildschirmfoto_2022-09-21_um_16.40.54.png ⮕ The Receipt window closes. The invoice is now printed again.

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