Finance exceptions
Step an order’s cash back one stage when something was recorded wrongly.
Before you start
- You need Finance exceptions. Admin, Account owner and the Finance role have it.
1
Step the cash back
Open the order’s panel and use the ⋯ menu.
Finance exception✕
2 ORD-004815 · With courier → With cashier
Cashier counted SAR 100 less
Cancel4Step back
- Finance exception. In the ⋯ menu of the order panel. It needs the Finance exceptions permission, which Admin, Account owner and the Finance role have.
- The step. One step back for the order’s cash: With courier goes back to With cashier, With partner or Card payments to match, whichever it came from. With cashier goes back to With driver.
- Reason. Required. It is written in the order’s history and the audit log.
- Step back applies it. It is refused while the order is in a withdrawal or an invoice. Reverse those first.
NoteVoiding a Delivered status is blocked once its COD was paid to the merchant. In Orders, an exception on a status whose cash has moved on says “Reverse that in Finance first”.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Where is it written down?
In the order’s history and the audit log, with your reason.
What else needs this permission?
Resolving a dispute, reversing a withdrawal and voiding an invoice.
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