Sometimes a sale does not proceed or a customer cancels after paying. Columbus keeps a full history - you cancel records rather than deleting them.
Cancelling a trip
- 1
Open the trip and set status to Cancelled.
- 2
Cancel affected trip options as well.
- 3
Review open vouchers - cancel or void with suppliers per your company’s policy.
- 4
Work with finance on any submitted invoices and payments (see below).
Cancelling invoices and payments
Submitted documents cannot be deleted. Finance users cancel them instead:
| Document | What happens |
|---|---|
| Sales invoice | Reverses the customer receivable |
| Purchase invoice | Reverses the supplier payable |
| Payment | Reverses the cash allocation |
| Journal entry | Reverses the manual adjustment |
The original document stays visible for audit; cancellation creates reversing entries.
Refunds
If the customer already paid, record a refund as a payment (or use your company’s refund process in Accounting). Your chart of accounts may have a dedicated refund account - check with your accountant.
Keep the audit trail
Do not try to edit submitted invoices to fix mistakes. Cancel and re-create so history stays clear for audits.