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How to Cancel a Proforma

There are situations where you may need to cancel a Proforma, such as when a guest’s reservation details change, No Shows need to be processed, Compensation is negotiated, or to re-organise the financial part of the booking. Follow these simple steps to remove the Proforma from your Billing section.

Cancelling a Proforma is straightforward and secure.

☝️Please note:

Once a Proforma is finalized and an Invoice has been generated, you cannot modify that Invoice—any changes would require issuing a credit. For further guidance, refer to the following article:

'How to Credit an Invoice'

 

Steps top take to Cancel a Proforma:


  • Go to the Booking's Billing section:

 

  • Locate the Proforma you wish to remove/ cancel:

  • Click on the More Action Button (three dots) behind the concerning Proforma and hit Cancel from the drop down menu:
  • Ensure yourself if you really wish to Cancel the Proforma and click OK:
  • That's it! You have removed the Proforma from the Billing section:

 

💡Tip:

If you need to create a new Proforma, please check out the following article:

'How to Create a Proforma'