Cancelling Bills
There are many reasons why you may want to cancel a bill. These may include:
- A bill was raised in error and no payment will be taken
- A refund has been issued to the customer
Cancelling the bill balances the booking and/or account as a refund or non-payment would leave these in arrears. Records of the bill remain in Ledger, but it is marked as "(Cancelled)"
The steps are as follows:
- Go to the Ledger Module and click on the 'Transactions' tab.
- Click on the "Cancel Bill" option after clicking the three-dotted button against the transaction to be cancelled.
- Click OK on the confirmation Modal
- A toast notification appears at the bottom, and the corresponding credit entry is seen to balance the debit transaction. Please note that this does not issue a refund or automatically send the credit note to the customer. If you also need to issue a refund you can do this separately.
Click the menu button and 'Download Credit Note'. This will issue to credit invoice to the customer.
