Summary / TL:DR: If a customer has a proforma on their account that is blocking a new order, you can void the Pro Forma.
...
Step by step guide
In order to void a Pro Forma, you need to begin placing an order for the customer who has the Pro Forma you wish to void.
Go to the Order Entry screen and confirm you have a control group open.
Click the Add button.
Once you add the promotion code and hit enter, if the customer has Pro Formas, you will see a pop up similar to the below.
...
Highlight the Pro Forma order you wish to void.
Then click the trash can icon. This will void the Pro Forma.
Once voided, the Pro Forma Status column will show VOID.
You
...
can then hit Escape and delete the order you starting placing.
You will need to balance/release your control group to post this void
...
.
...
Wrap up
| Info |
|---|
Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
...
Related FAQS
...
| title | This related FAQ question should be directly related to this article content? |
|---|
...
| title | This related FAQ question should be directly related to this article content? |
|---|
Related Content
Level up with a Masterclass
Evolve course title
Evolve course title
...
...
| Note |
|---|
Cannot find the article you’re looking for? Suggest a new article here! |