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Level 1

Reverse a billed expense on a customer invoice

I've billed a customer for an expense. The expense never ended up clearing the bank, so I need to reverse the action and credit the same amount on the customer's next invoice.  I created a Credit Card credit to reverse the Credit Card debit on the bank statement and made it a billable transaction. 

 

I expected to see a line on the invoice with a credit but instead, it came into the invoice as another debit transaction. What did I do wrong?!

2 Comments
Level 15

Reverse a billed expense on a customer invoice

If you marked it billable, then using Add Time & Costs, that brings it to an invoice.

 

"it came into the invoice as another debit transaction. What did I do wrong?!"

 

Nothing. But you cannot put it on an invoice like this as the Only Thing. It needs to offset charges, because an invoice cannot end less than 0.

 

If all you have is this Credit Back, you would mark it Not Billable on the credit card credit; just job track it. Now manually put that same item on a Credit Memo and use the icon at the top to refund it; a credit memo already is the reversal of a sale to the customer.

Anonymous
Not applicable

Reverse a billed expense on a customer invoice

Either create a Credit Memo with an item for this purpose, tied to the original account used to bill the customer (probably) or as you create a new invoice, enter a negative line item for the credit.

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