How to Cancel an Invoice?

If you need to reverse a billing due to incorrect charges or a cancelled transaction, StoRegister allows you to cancel an invoice by generating a credit note directly from the invoice detail page. This ensures proper financial tracking and accurate tenant balances.

Step-by-Step Guide

1. Navigate to the Invoice Detail Page

• Go to the Invoice Detail Page of the invoice you want to cancel.

2. Click on the “Void Invoice” Option

• In the top-right corner, click the “Actions” (button menu).

• Select “Void Invoice” from the dropdown.
  
  

3. Provide Cancellation Reason

• A pop-up window will appear prompting you to:

  • Select a Reason Type (e.g., error, customer cancellation, etc.)

  • Enter a Reason Text to explain the cancellation.

  • Check the box to confirm the invoice cancellation.

4. Generate Credit Note

• Click Save to complete the action.

• The system will generate a Credit Note, reversing the full amount of the original invoice.

What Happens Next?

• The invoice status is updated to Cancelled.

• A Credit Note is issued for recordkeeping.

• The customer’s balance is updated accordingly.

• If email notifications are enabled, the tenant will receive the credit note via email.

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