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I received payment for an order, but haven’t yet shipped the consignments. Now my customer wants to cancel a few items from it. How can I do that?

When an order has only been paid for but not shipped, then you only need to provide credits or refund for the cancelled shipment.

Step 1: Create a credit note for the invoice

• Go to Sales on the left sidebar.
• Click Invoices on the module bar at the top, and select Invoices from the dropdown.
• Select the invoice for which you want to create a credit note.
• Click the More icon and select Create Credit Note.
• Fill in the required details and click Save as Open.

Step 2: Record a refund or apply credits to future invoices

Once you create a credit note, you can either record a refund, or apply the credits to your customer’s future purchases.

To record a refund:

• Navigate to Sales on the left sidebar.
• Select Credit Note under Invoices from the top module bar.
• Open the required credit note and click Refund.
• Enter the refund amount.
• Select the expense account.
• Fill in other details and click Save.

To apply credits to invoices:

• Navigate to Sales on the left sidebar.
• Select Credit Note under Invoices from the top module bar.
• Open the required credit note and click Apply to Invoice.
• Enter the credit balance to distribute against each invoice.
• Click Save.

You can pack and ship the remaining items from your sales order.