Important Notes Before Annulment
If the receipt represents an online payment processed through credit card or debit card:
• The refund must be processed first
• The annulment should only occur after the refund is completed
If the receipt is annulled before refunding the payment:
• The refund workflow may no longer be available
Steps to Refund and Annul a Receipt
Open the Billing module
Navigate to the Payments tab
Select the receipt
Process the refund if required
Click the X Icon
Complete the annulment process
Best Practices
• Always refund online card payments before annulment
• Verify refund completion before proceeding
• Add notes explaining the annulment reason