If your Customer has placed an Order for a
Product/Service and he wants to Cancel the Order, then you would have to Cancel the
Invoice associated with the Order. Also, if any modification in the Invoice such
as changing the period of Service is required, then you would have to Cancel the
Invoice and place a fresh Order for the Service. Similarly, if you want to
modify the details of a Debit Note, you would have to Cancel the existing one
and then choose to raise a fresh Debit Note with the modified details. Please be aware that you can
Cancel only Pending Invoices and Debit Notes.
Follow the procedure mentioned below to Cancel Pending Invoice and Debit
Note:-
1. Login to your Reseller Control Panel from http://reseller.klicktech.com/reseller.
2. Go to Customers -> Billing -> Pending
Invoices & Debit Notes for Customers or go to Sub Resellers ->
Billing -> Pending Invoices & Debit Notes for Sub Resellers.
3. There you would see a list of pending Invoices & Debit Notes for all your
Customers / Sub Resellers.
There are two types of Invoices which can be
Cancelled:
- Action and Payment Pending - Such Invoices are yet to be paid/balanced and
also have an action/request associated with them.
Cancellation of such an Invoice will also Cancel the action/request
associated with it. Hence, the Order associated with the Invoice will also get
Cancelled.
- Payment Pending - Such Invoices may be partially or fully unpaid. Cancellation of such an Invoice will
only Cancel the Invoice. The Order associated with the Invoice would not be
affected since it is already executed.
Cancelling a Pending Debit Note: Select the Debit Note and click on
the Cancel button. On the next page you can verify the details of the
Debit Note you are Canceling and confirm your action.
IMPORTANTIf you have not received full
payment towards a Debit Note, then you may also cancel the pending amount as
Bad Debts. This can be accomplished by selecting the said Debit Note and
clicking on the Cancel as Bad Debt button and confirming the action.
This option is also available by clicking the Debit Note. A Credit Note with a
suitable description would be raised automatically and settled against the
Pending Debit Note.
Cancelling a Pending Invoice: There are several circumstances in which you
would want to Cancel an Invoice. Let's discuss a few...
i) you may wish to give a partial or full discount to your Customer or
Sub-Reseller against a Pending invoice, then you may add a Discount to that
effect.
