Delete a Sales Order and Refund a Customer

Delete a Sales Order and Refund a Customer


Overview  

This video explains how to delete a sales order and refund a customer. Step by step instructions can be found below the video.

  Steps 

  1. Open the sales order to be deleted.
  2. Click Edit.
  3. Select the Payment tab.
  4. Green select the payment to be deleted.
  5. Click Del.
    1. Confirm the popup.
  6. Click Save Sales Order.
  7. Select Go to Customer from the Actions menu.
  8. Select the Statement tab.
  9. Green select the payment in the left had grid.
  10. Click Actions and select Refund Payment or Credit.
  11. Complete the popup as required.
  12. Click the red X to return to the sales order.
  13. Click Delete and confirm the popup.

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