Reversing an invoice is essentially deleting or "undoing" it as if it had never been created. When reversing, all items on the invoice will be returned to inventory, sales information will be removed from the Weekly Accomplishment, and payment information removed for the contact. Invoices can be reversed from a contact profile or from the Invoice Log (previously called Sales Transactions).
Note: Inventory totals will be adjusted even if the original invoice was entered through history.
- Open the contact profile, and select the Account & Invoice tab.
- Under the Invoice section, select the invoice and either right-click and choose Reverse, or select the checkbox, then click .