How to Cancel a Transaction

In Rentopian, you can cancel both quotes and orders.

Cancelled transactions stay in your system for reporting and record keeping.

When cancelling a transaction, a popup confirmation window will open where you can:

Cancellation reasons are optional, but they are helpful for reporting and tracking trends.

The transaction status will now show as Cancelled.

Any logistics connected to the transaction are removed from Dispatching.

The amount due is removed from active invoice totals and past due calculations or notifications.

The transaction still remains in the system for reporting purposes, and can be converted back to a valid order if ever needed.

Note: If no payments were made, the order may still display an amount due as part of the transaction history.

If payments were already collected, you will have the option to refund those payments. Simply click on the payments and enter the amount you'd like to refund from the specific payment and then click Refund. You can find more information about refunding payments here.

Many lists have a filter for canceled status, like your Transactions List. Click on filters and then select the Cancelled filter to view cancelled transactions.

You can create preset cancellation reasons for your team to use.

Go to:

Settings → Order Settings → Order Cancellation Reasons

From here, you can add as many cancellation reasons as needed.

Examples:

Rentopian includes a cancellation report to help track trends.

Go to:

Reports → Cancellation Report

First you'll enter the date range which you can filter by:

This report can help you identify your most common cancellation reasons.

If you have questions about cancelling transactions or cancellation reporting, contact us at [email protected].