Reverse Individual Invoice window
Purpose
Use this window to reverse, or undo, an invoice that was completed in error.
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.
To access this window
Complete one of the following to access this window.
- On the Admin menu, point to Reverse then click Reverse Individual Invoice.
- Use keyboard shortcut Alt, A, R, I.
Diagram
The following thumbnail illustrates the Reverse Individual Invoice window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
|
Look for Invoice Number |
Enter the invoice number of the invoice you want to reverse. |
|
Invoice Number grid |
Displays the available invoice numbers for the selected customer. Click the column heading to sort the grid in ascending or descending invoice number order. |
|
Acct |
Displays the account number on the invoice you selected in the Invoice Number grid. |
|
Last Name |
Displays the last name of the customer on the invoice you selected in the Invoice Number grid. |
|
Employe Id |
Displays the ID of the employee associated with the invoice you selected in the Invoice Number grid. In the event of a split sale, the ID of the primary employee for that sale displays. |
|
Date |
Displays the date on the invoice you selected in the Invoice Number grid. |
|
PO# |
Displays the purchase order on the invoice you selected in the Invoice Number grid, if applicable. |
|
Original |
Displays the original total from the invoice you selected in the Invoice Number grid. |
|
Balance |
Displays the remaining balance on the invoice you selected in the Invoice Number grid. |
Buttons
| Item | Description |
|---|---|
|
Reverse |
Reverses the invoice as if it never took place. |
|
Exit |
Returns to the previous window. |
