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▶️How To Reverse Customer Invoices

Matt Staff Updated by Matt Staff

Reversing a customer invoice allows you to undo an invoice and impacts all G/L accounts initially impacted, such as prepaid accounts, cost accounts, freight, commission accounts, etc. This approach also allows you to track changes to an order, whereas an invoice adjustment does not.

1. Click on Manage Cust Invoices

In the main navigation menu, select the Invoicing module and click on "Manage Customer Invoices".

2. Click on Reverse Invoice

Locate the invoice to reverse and, in the "Action" column, click on Manage and select "Reverse Invoice".

3. Click on Reverse

Select the book period (ideally the same book period of the original invoice) and click on "Reverse".

4. Close Sales Journal

To post the reversed invoice successfully, close the sales journal. Then, you can recreate the invoice.

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▶️How to Create Invoices From a List

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