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Service | Customer Service, Contact Center, Fie...
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Cancel a customer invoice

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Posted on by 390

When a customer disagrees with a price of an invoice and you agree to discount it some to make customer happy, can you just void the invoice, adjust the Work Order with a discount and then repost it to create a new invoice?

  • Suggested answer
    crham Profile Picture
    390 on at
    RE: Cancel a customer invoice

    Oh, very nice.  Thank you.

  • Verified answer
    Eiken Profile Picture
    on at
    RE: Cancel a customer invoice

    Hi,

    You don’t need to cancel the invoice.

    The discount can be edited in the invoice.

    pastedimage1675763512175v1.png

    By the way, adjust the Work Order will not affect the invoice already created.

    You can only add the new product and create the new invoice.

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