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.
Please Note: Inventory totals will be adjusted even if the original invoice was entered through history.
- Open the contact's profile, and select the Account & Invoices tab.
- Under the Invoice section, select the invoice and either right-click and choose Reverse, or select the checkbox, then click .
From the Business Tools menu, click Sales Transactions (or from the main toolbar, click Invoices).
- Select the checkbox next to the invoice to be reversed.
- From the toolbar, click then click Yes to confirm the reversal.