To cancel an order with a credit card prepayment
Follow this procedure to cancel an un-invoiced order with a credit card prepayment. The following steps will cancel both an order and a credit card prepayment.
- From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
- Open the order you want to cancel.
- Select the Payments tab.
- Click Edit.
- Delete the amount in the Payment Amount field, but do not alter any data in the other fields:
- Do not delete the data in the Check # / CC, Credit Card Number, Expiration Date, or Name on Credit Card fields. In order to apply a reversal to the correct cash account and for a payment method to reflect the correct reverse entry, the original, correct data must be entered in these fields.
- If the Recognize Credit Card Order Payments as Prepaid Cash option is enabled on the AR/Cash Set up module window (from AR/Cash, select Set up module), deleting a payment removes the value from the following fields: Orders.RECOGNIZED_CASH_AMOUNT, Invoice.CREDITS, and Invoice.BALANCE.
- If the Recognize Credit Card Order Payments as Prepaid Cash option is not enabled, Orders.RECOGNIZED_CASH_AMOUNT is not populated, and an invoice transaction is not created.
- Click OK to delete the credit card prepayment.
- Click Delete. The Enter and edit orders window defaults to the Overview tab, and a system message prompts you to verify the cancellation of the order.
- Click Yes to cancel the order.