{"id":1148,"date":"2017-05-23T17:01:40","date_gmt":"2017-05-23T16:01:40","guid":{"rendered":"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/?p=1148"},"modified":"2017-05-23T17:01:40","modified_gmt":"2017-05-23T16:01:40","slug":"how-to-cancel-a-customer-receipt","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=1148","title":{"rendered":"How to cancel a Customer Receipt"},"content":{"rendered":"<ol>\n<li>Go to Sales Invoicing-&gt; Customer Setup and\u00a0load the customer you require<\/li>\n<li>Click on the Financials tab<\/li>\n<li>Click on the outstanding statement amount to load the customers outstanding statement.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1152 size-full aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/05\/customer-setup.png\" alt=\"\" width=\"827\" height=\"546\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"4\">\n<li style=\"list-style-type: none;\">\n<ol start=\"4\">\n<li>On the receipts tab you will see any unallocated receipts on the account.<\/li>\n<li>If the receipt is not allocated, <a href=\"#unique-identifier\">Click Here<\/a> to see how to cancel it.<\/li>\n<li>If the receipt has been allocated it will be on the full statement and you will need to cancel the allocation first.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1153 size-full aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/05\/customer-statement.png\" alt=\"\" width=\"979\" height=\"615\" \/><\/p>\n<h2>Cancelling the Allocation<\/h2>\n<ol>\n<li>Click on the &#8216;Full Statement From:&#8217; checkbox to load the full statement.<\/li>\n<li>Click on the receipts tab<\/li>\n<li>Click on the receipt that you need to cancel.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1154 size-full aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/05\/full-statement.png\" alt=\"\" width=\"983\" height=\"614\" \/><\/p>\n<ol start=\"4\">\n<li>In the bottom half of the screen you will see the allocation.<\/li>\n<li>You need to right click on the allocation that is in bold writing and click on &#8216;Cancel Allocation&#8217;.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1150 size-full aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/05\/cancel-allocation.png\" alt=\"\" width=\"976\" height=\"616\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"6\">\n<li>You will get a message saying that the allocation has been cancelled. Click yes to close it.<\/li>\n<\/ol>\n<h2 id=\"unique-identifier\"><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1149 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/05\/allocation-cancelled.png\" alt=\"\" width=\"265\" height=\"159\" \/><\/p>\n<h2>Cancelling the Receipt<\/h2>\n<ol>\n<li>Any unallocated receipt can now be cancelled from the outstanding statement.<\/li>\n<li>Ensure that you are on the &#8216;Receipts&#8217; tab and select the receipt you want to cancel.<\/li>\n<li>Right click on it and select Cancel receipt.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1151 size-full aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/05\/cancel-receipt.png\" alt=\"\" width=\"975\" height=\"611\" \/><\/p>\n<p><strong>Your receipt will now be successfully cancelled and removed from the customer account.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Go to Sales Invoicing-&gt; Customer Setup and\u00a0load the customer you require Click on the Financials tab Click on the outstanding statement amount to load the customers outstanding statement. &nbsp; On the receipts tab you will see any unallocated receipts on the account. If the receipt is not allocated, Click Here to see how to cancel [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,20],"tags":[30,67],"class_list":["post-1148","post","type-post","status-publish","format-standard","hentry","category-howtoguides","category-howtooffice","tag-cancel-receipt","tag-allocation"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/1148","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1148"}],"version-history":[{"count":0,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/1148\/revisions"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1148"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1148"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1148"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}