cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
sales1-ultimates
Level 1

How to reverse an invoice

 
1 Comment 1
Kristine Mae
Moderator

How to reverse an invoice

You're unable to reverse an invoice, Sales1-ultimates. 

 

We'll have to delete and recreate the invoice. Let me walk you through the process.

 

First, here's how you can delete the invoice:

  1. Open the sales transaction.
  2. Click More, then select Delete.
  3. Select Yes to confirm.

Then, you can recreate the invoice and ensure the details are correct. 

 

Once your customer is ready to pay, you can record the invoice payment.

 

Feel free to reach out to us if you have other concerns. We're right here to help you. Take care!