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 removed from the Weekly Accomplishment, and payment information removed for the contact. Invoices can be reversed from a contact profile or the Invoice Log.

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 .

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Option 2: From the Invoice Log

From the main toolbar, select  Invoices (or from the Business Tools menu, select Invoice Log).

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