Delete a manually saved purchase

If you have made a mistake when manually entering a sale (added by an administrator), you can delete it. Here are the steps to follow.

To refund a sale, see this article. If the sale is subject to online payment (e.g. by credit card), you won't be able to delete it, only refund it.

📘 Download our free Accounting guide

Delete a manually entered sale

Go to the relevant event or form and open the Registered tab. Select the person to be reimbursed from the list of participants and click on the Detail, at the far right of the line.

This takes you to the sales details. You can delete the latter by clicking on the Delete All button at the top right of your page.

Once your action has been confirmed :

• The sale will be removed from the list of registrants.
• The accounting entries related to this sale will be automatically deleted.

It is not possible for a user to delete a sale himself, s only an administrator can do so.

Special cases

A tax receipt or invoice has been issued

If a tax receipt has been generated or an invoice issued upon purchase, then using the Delete All button will have the effect of:

• Remove the transaction from the list of subscribers.
• Create a credit memo.

The transaction will still be viewable from the buyer's profile sheet via the Purchases section.

A deposit has been paid

For example, a person places an order for 3 stock-related managed products for €90 and pays you a €30 deposit. The cheque associated with the purchase is deposited in the bank. When it's time to pay the balance, the customer cancels the order. He loses his deposit, which is cashed.

To cancel the sale and keep the deposit, you can :

• Cancel the transaction, products will be re-credited to your inventory.
• Record a receipt of $50 corresponding to the deposit.

Change of event

If you wish to change an event registrant or modify certain items in the transaction (amount, service, etc), i It will have to be cancelled or refunded to create a new one.