Cancel an Approved Sale with Cancel Fee
As can be seen by all the automations that occur after an approved sale is canceled, canceling an already approved sale should be done only when senior management has agreed to the canceling of the Sale record. There are 2 options when canceling an approved sale record:
- Cancel with No Cancel Fee - If you are not charging a cancel fee, view the Cancel an Approved Sale with No Cancel Fee article for instructions on how to complete the cancellation.
- Cancel with Charging a Cancel Fee - If you are charging a cancel fee, utilize the instructions in this article to complete the cancellation.
Steps to Cancel a Sale with Cancel Fee
1. To cancel a Sale with no cancel fee, click the Cancel with Cancel Fee Transition on the Sale Record.

Only Users given access to the Cancel Transitions will see this transition.
2.
Complete fields and click Save (all fields must be completed). Upon Saving, the record will move to the Canceled with Balance State. See below for field details and automations.

Cancel with Cancel Fee Field Details
The following fields are the Cancel - No Cancel Fee Transition fields that are included in the base Sales Blueprint. Your company may have modified these fields based on your companies process on cancelling a sale record.
- Cancel Date - Date an approved Sale record was canceled.
- Cancel Fee - The amount charged for canceling the Sale.
- Inv-Credit Product - The name of the Chart of Account associated with the invoice or credit. This field is filtered to include only Chart of Account records where the Product Category field is Invoice-Credit and should be selected for the appropriate Cancel Fee chart of account.
- Notes - General notes field to describe in more detail why this sale was canceled. This is a required field so if no further details then enter NA for not applicable.
Automations After Completing the Cancel - No Cancel Fee Transition
New Records Created After Completing the Cancel - No Cancel Fee Transition
- A new Invoices-Credits record is created with the items in the Sales's Sold Items entry form copied to the Invoice Item entry form as well as any approved Change Order(s) items included in the Product Changes entry forms. For each item copied into the Invoice Item entry form the Quantity field will be updated to the inverse number to properly represent the credit for the cancellation.
- A new Invoice-Credits record is created for the cancel fee with the Invoice Item row created with the Inv-Credit Product and Cancel Fee added in the the Cancel with Cancel Fee Transition.
- A new Pending Install record is created with the Pending Amount field updated to the total amount of the canceled Invoice-Credit amount.
- A reversing negative Payroll record will be created for any Commission Payroll record that has already been paid.
- If the sale was a referral, a task will be created to review any referral bonus, referral payroll and referral expenditures that have been created.
Sale Record Field Updates
- Customer Balance Detail entry form updated with a new row for the negative amount equal to the total amount of the canceled Invoice-Credit amount.
- Customer Balance Detail entry form updated with a new row for the positive cancel fee amount.
- Revenue Recognized field is updated to the Cancel Date to properly recognize the cancel fee revenue.
- Job Standing field is updated to Canceled. The Job Standing field in all related modules will be updated as well.
- JOB CANCELED tag is added to the Sale record. This same tag will also be added to all related modules with the Job Standing field as well.
Job Cost Field Updates
- Cancel Credit field is updated to the total amount of the canceled Invoice-Credit amount.
- If Sales Tax field was not $0, the field is updated to $0 and the amount originally in this field will be copied to the Cancel Sales Tax field.
- If Finance Markups field was not $0, the field is updated to $0 and the amount originally in this field will be copied to the Cancel Finance Markups field.
- Cancel Date field is updated to the Sale's Cancel Date.
- Revenue Recognized Date is updated to the Sale's Revenue Recognized Date
- Commission field is updated to $0.
Lead Tracking Field Updates
- Demo Funnel field is updated to Sale Canceled if there are not other active or completed Sale records associated with the Lead Tracking record.
- Tracking Status field is updated to Not Active if there are not other active Sale or active Quote records associated with the Lead Tracking record.
- Cancel Credit field is increased by the total amount of the canceled Invoice-Credit amount.
- Cancel Fee field is increased by the amount of the cancel fee.
- If the related Job Cost Sales Tax field was not $0, the Lead Tracking's Sales Tax field will be reduced by the amount originally in this related Job Cost field.
- If the related Job Cost Finance Markups field was not $0, the Lead Tracking's Finance Markups field will be reduced by the amount originally in this related Job Cost field.
- Number of Sales field will be reduced by 1.
- Contact Status field will be updated to Remarket unless there is another active Sale or active Quote record.
- Journey Progress field is updated to Sale Canceled unless there are any other active or completed Sales for the Contact.
Pending Install Field Updates
- All related Pending Install records Pending Close Date field will be updated to the Sale's Cancel Date.
Commission Field Updates
- All related Commission records Approved Amount field will be updated to $0.
Payroll Field Updates
- All related payroll records that are not paid and have the Payroll Type field of Commission will be updated so the Approved Commission field is $0.
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