Cancel a Quotation

Cancel a Quotation

Step 1: Go to the Quotations module, select a Quotation document with the invoice status Not Invoiced and that has a Deposit amount. Now click on the 3 dotted button.

Step 2: Select the option Cancel Quotation.

Step 3: You will see a confirmation message for cancellation. Click on Yes.

Step 4: In the Cancel Quotation pop-up window, you will see the Deposit amount that you received from the Customer along with the Deposit Payment mode. Select the payment mode radio button to return the deposit amount and click on OK.

Return by the Received Payment Mode: When you select this option, the deposit amount will be returned to the customer with the same payment that was used at the time of receiving.

Convert to Store Credit: When you select this option, the deposit amount will be converted to store credit and it will get added to the Customer’s store credit balance. The customer can use the store credit balance for future Sales Invoices as the payment.

Step 5: The invoice status of the Quotation document will get changed to Cancelled.

Delete a Quotation

Step 1: Go to the Quotations module, select a Quotation document with the invoice status Not Invoiced and that has 0 Deposit amount. Now click on the 3 dotted button.

Step 2: Select the option Delete.

Step 3: You will see a confirmation message for delete, click on Yes.

Step 4: The Quotation document will get deleted and you will not see that in the grid.