How to Void/Cancel a Sale

While processing a sale, it may be necessary to remove an item from the sales list.  (Deleting the item or cancel the sale altogether). Here’s how to do that.

Whether a sales person is permitted to cancel a sale will depend on company’s preferences. You can manage a salesperson’s level of security access in the Security Settings, so let’s go there first.

Step-by-step guide

1. Go to Setup > Security & Users > Security.

2. Under the Operation & Access tab, the following boxes should be checked off to allow sales & returns:

• Edit/Delete last line
• Edit/Delete any of Entered line
• Void/Cancel Current Invoice
• Edit/Void Previous Invoice

3. Once you’ve checked off the appropriate boxes relating to returns and cancels, head back to the Sales screen.