Reverse an invoice
When to use this procedure
Use this procedure to cancel a sales invoice. All payments must be reversed on the Customer Payments window before the invoice can be reversed. The original and reversed invoices are included in AIMsi's General Ledger module.
Example of use
Your store is having a promotion on certain items and sales staff must enter a promotional code to apply the promotion to the sale. In the event that a sales invoice was processed without the promotional code, you would reverse the invoice so that it never took place and create a new invoice with the promotional code. Both invoices are recorded in General Ledger but only the new invoice is applied to the customer account.
Steps to complete
- Complete one of the following.
- On the Admin menu, point to Reverse then click Reverse Individual Invoice.
- Press Alt, A, R, I.
- On the Pick Customer window, highlight the customer for whom you want to reverse an invoice and click Select. The Reverse Individual Invoice window displays.
- Search for and select the invoice you want to cancel.
- Click Reverse. A message displays asking you to confirm the reversal.
- Click Yes. If you receive a "You must reverse payments before reversing invoice" message, reverse the account payment and then repeat steps 1-3.
Note: If you reverse an invoice paid by credit card, the card is not credited at the reversal. A pop-up message displays with an order ID.
