Voiding a Receipt
Receipts can be marked void within a repair order workfile, from the Receipts Not Exported option in the Accounting Dashboard, and from the Receipts Search Result pane.
Access the void Receipt feature from the following:
| Access Point | Navigation |
|---|---|
| Receipts Search Results screen | Select the receipt, and then select Void from the mini-toolbar. |
| Accounting Dashboard | Select the Receipts Not Exported option, select the receipt, and then select Void from the mini-toolbar. |
| Within a repair order |
Select the Receipts tab, and then select the receipt, and then select Void from the mini-toolbar. |
To void a receipt
- Click on View > Receipts from the menu bar. The Receipts screen opens.
- Enter search criteria in the Receipts panel, and then click Search. The receipts that match the search criteria appear in the Search Results pane.
- Select the receipt, and then select Void from the mini-toolbar. The Void Receipt Reason screen opens.
- Select the reason code from the Void Reason droplist.
- Click OK.
Note: A receipt cannot be voided directly once it has been exported to your accounting software. However, the exported receipt can be reset, and then marked as void.
