Void a sale
Learn when to void a sale instead of refunding it, to remove it from your reporting totals while keeping a record in your sales history.
In this article
How voiding a sale works
Voiding a sale cancels a completed transaction by updating the sale status and removing it from payments. The voided sale is excluded from the totals in your reports but remains visible in your Sales list for tracking and record-keeping.
If a sale includes a card payment, it will need to be refunded instead, as the transaction has already been processed.
Void a sale
- From the main menu on the left of your screen, go to Sales, then select Sales from the left menu panel.
- Above the Sales list, use the search bar and filters in the toolbar to find the sale.
- Click on the Sale reference number to view its details.
- In the right panel of the sale view, click on Quick actions (three dots), then select Void sale.
- In the pop-up, click on the Void button to confirm.
- Once voided, the sale's status is updated, and a new entry appears in your sales list.
The original sale remains visible for record-keeping in your Sales list, and the voided amount is removed from the totals in your reports.
FAQs
Voiding a sale updates your records by returning any products from the sale back into inventory and removing the related payment from the invoice.