To reverse an invoice

Use this procedure only if your transactions are unchangeable. See What are changeable and unchangeable transactions? for more information.

The invoice you want to reverse should be displayed. If you need help doing this, see To find a sale.

1. Choose Reverse Invoice from the Edit menu. After a few moments, a customer credit will be displayed in the Sales window.

If you want, you can make a few changes to the customer credit (such as the date and the memo), but you can't change the accounts, amounts and quantities that are associated with the customer credit.

If you're reversing a sale from a previous accounting period, consider assigning a date from that period to the customer credit. This will allow your reports for that accounting period to reflect the proper amounts.

2. Click Record Reversal to record the customer credit.
3. You have two choices to settle the customer credit:

• Apply the amount of the customer credit to the customer's outstanding sales balance. To learn how to apply customer credits to outstanding sales balances, see To apply a customer credit (from the Sales Register).

• Write a refund check to the customer for the amount of the customer credit. To learn how to write a refund check, see To write a refund check (from the Sales Register).