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.
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 will either need to balance/release your control group to post this void or you can right click to post this in your control group.
Still need help?
We know this can be frustrating. To get further help please open a Support ticket.
Related FAQS
Related Content
Level up with a Masterclass
Cannot find the article you’re looking for?
Suggest a new article here!