Cancelling A Vehicle Sale or Reservation

Sales and reservations are easily cancelled by following the steps below.

Cancel Vehicle Sale

If an invoice for the vehicle sale has been created and issued but not marked as paid, you can simply navigate to the corresponding invoice and cancel it by clicking the red 'Cancel Invoice' button.

If the vehicle was chosen to be reserved, you must cancel the reservation.

If you marked the invoice as paid, you have two options to proceed with cancelling the vehicle sale: cancelling the payment or crediting the invoice.

Cancel Payment:
If you wish to simply delete the payment record - for example, if it was recorded in error - return to the Payments section by selecting 'Edit Payments' when viewing the corresponding invoice. Click the red 'Cancel Payment' button, then return to the invoice and select 'Cancel Invoice'.

Note: This method should be used if no payments were actually made. If a payment has been made, please follow the 'Crediting Invoice' instructions below to ensure that the correct accounting records are created.

Crediting Invoice:
If you have returned a payment to the customer, you must navigate to the corresponding invoice and select 'Issue Credit Note'. The credit note amount must match the invoice total before you are able to cancel the vehicle sale. Ensure that the VAT/tax is set correctly before proceeding.

After the payment has been cancelled or a credit note has been issued to the invoice relating to the vehicle sale, you are now able to navigate to the 'Sell Vehicle' section of the vehicle and a red 'Cancel Sale' button will be shown.

The vehicle will then be returned to the 'For Sale' status.

Cancel Vehicle Reservation

To cancel a reservation, first go to the 'Reserve Vehicle' section for the vehicle. You will then be given the options to 'Cancel & Credit Reservation' or 'Cancel Without Credit'.

Cancel & Credit Reservation creates a credit note in MotorDesk to reverse the financial transaction but any actual refund must be handled manually. When an online or terminal payment has been processed via MotorDesk you will be given the option to refund the payment, in this case the actual financial payment will be returned to the customer and a credit note will be created accordingly.