How to cancel an invoice the right way in TailorSync

An issued invoice is a tax document, so you never delete it. In this video you'll cancel one the right way, see the tax credit note that comes with it, and learn when you can reopen it.

Al Waha Boutique has called off their second order, five beige kanduras. They'd already paid five hundred dirhams by bank transfer. Open their invoice from Sales. Here's the total, what they've paid, and what's left. Click Cancel invoice. TailorSync issues a credit note for the full amount, so its VAT comes off your VAT report. The invoice itself stays on record, marked Cancelled. It lists the payments taken, and asks what happens to the money. Refund pays it back out of the account it went into. Keep as customer credit leaves it for them to spend at your counter. They want their money back, so choose Refund. Add a reason, and click Cancel invoice. The invoice now reads Cancelled, with nothing left to pay, and the header says the five hundred was refunded.

The credit note is in Finance. Open the Invoices tab, and switch to Credit notes. Here it is, with its own number, pointing back at the invoice it cancels, and the VAT it takes back. Click the PDF button to download it. It's a tax credit note with your TRN and theirs, and the reason you typed, ready to send to the boutique.

Cancelled the wrong invoice? Go back to Sales, click its status pill, and choose Reopen. Reopening voids the credit note and puts the payments back. You can only do it in the same VAT period, because an earlier one may already be filed. This one stays cancelled, so click Keep cancelled. Only a draft can be deleted. Once an invoice is issued, cancel it like this. Next, your suppliers and your first purchase order.