Cancellation of a quotation can be divided into 2 cases as follows:
Case 1: Cancellation of a quotation that has been accepted but has not been used to create an invoice or receipt.
Case 2: Cancellation of a quotation that has been accepted and used to create an invoice or receipt.
For both cases, the cancellation of a quotation document can be done by following the steps below:
Case 1: Cancellation of a quotation document that has been accepted but has not been used to create an invoice or receipt.
If a quotation has been accepted, it can't be edited. You need to cancel it and create a new one. To cancel a document, follow these steps:
Go to the page of the quotation document that you want to cancel.
2. Click on the options menu and select "Void."
Once you click on "Cancel Document," a pop-up will appear, asking you to confirm the cancellation. To proceed with canceling the document, click on the "Confirm" button. This will complete the cancellation process for the quotation.
After confirming, the document will be moved to the Voided tab.
Case 2: Cancellation of a quotation that has been accepted and used to create an invoice or receipt.
When a quotation has been accepted and used to create an invoice or receipt, it can't be canceled the quotation directly. However, you can void the document that was created using the quotation as a reference. The following are the steps to cancel a quotation:
For example, the quotation has been used to create an invoice and receipt.
Step 1: Void the document referring to this quotation
Go to the "Revenue" menu, then select "Quotation" and select "See All." From the list, select the document you wish to cancel.
When you access the document, you can select the invoice document to reference by clicking on the invoice. If no invoice has been generated for this quotation, you can proceed to generate a receipt directly by clicking on the receipt.
Note: When canceling an invoice document used to generate a receipt, the receipt will also be canceled. You can view canceled documents in the "Voided" tab.
Then, select the option and click on "Void" to proceed with canceling the document.
Once you click on cancel, a pop-up will appear, prompting you to click on "Confirm" to proceed with canceling the document once again.
Step 2: Cancel the quotation document.
You can follow the steps mentioned in Case 1, as there will be a button available to cancel the document.
- End of Cancellation of Quotation -