Reverse or Delete an Invoice

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.

Option 1: From the Contact Profile

1. Open the contact profile, and select the Account & Invoice tab.
2. Under the Invoice section, select the invoice and either right-click and choose Reverse, or select the checkbox, then click .

Option 2: From the Invoice Log

From the Business Tools menu, select Invoice Log (or from the Reports - Tools group on the main toolbar, click  Invoices).

1. Select the checkbox next to the invoice to be reversed.
2. From the toolbar, click  then Yes  to confirm the reversal.