Under certain circumstances, an order must be completely canceled and the invoice deleted. You can delete an invoice directly from the pixi Shipping application. If goods have already been picked in boxes and the goods can no longer be removed with the corresponding function, pixi has already generated an invoice.
Note: You can only delete invoices in pixi Customer Service if the following conditions are met:
- The invoice has the status EIN (not shipped),
- has not been paid yet and
- only on the day the invoice is created.
Credits can also only be deleted on the day of creation if they have not yet been refunded.
If you try to delete an invoice or a credit that was not created on the same day, the following message appears:
How to Delete Automatically Generated Invoices
Turn off automatic invoicing in the pixi Invoices application.
Open the Delete Invoice tab in pixi Shipping, find the invoice number and delete the invoice.
Remove the items from the box.
Then, if necessary, activate the automatic invoicing function in the pixi Invoices application so that the invoices are automatically created and printed again.
If the invoice cannot be deleted at this point, proceed as follows:
Open the Boxes tab in pixi Shipping.
Select the relevant box and open the order of the customer via the button Order Details
.
Now switch to the Account tab in the pixi Customer Service and delete the matching between invoice and payment. (Deleting the match is only possible if the "Match Information" tab has been selected in the lower section.)
Now delete the invoice (in pixi Shipping > Delete Invoice tab or in pixi Customer Service > Invoices tab).
Remove the items from the box.
Now the order can be canceled or edited.
Switch back on the automatic invoice creation function in the pixi Invoices application.
The items from the order are not automatically moved back to stock again, this must be done manually via the pixi Inventory application or pixi Mobile.
Once the items are moved back to stock, the process is complete.
How to Delete Manually Created Invoices and Credits
You can delete manually created invoices and credit notes in pixi until they are either assigned to a payment or when a payment reminder exists for this invoice. There are several ways to delete an invoice / credit note:
In the pixi Customer Service > Customer Account tab, click the button
to remove the event.
Click on the button
in pixi Customer Service > Invoices.
Correspondingly, for the credit note click on the button
in pixi Customer Service > Returns.
In pixi Shipping > Invoice tab, enter the invoice or credit note number and click on
.
If an invoice cannot be deleted
If deleting automatically or manually created invoices is no longer possible, especially after several days, perform a Ship-Out for the desired invoice. You can do so by e.g., using a shipping vendor without polling such as "self-pickup", and creating a return and credit or a replacement afterwards.