If you need to reverse or write off an invoice you can do so in the Customer Account window. Note that you can not reverse a paid invoice.
- To access the Customer Account window, find the customer in either the Data Entry or POS window and click the Invoice & Payments button.
- Click the Invoices tab.
- Select the invoice you wish to reverse and click the Reverse Invoice button.
- A pop up window will show you the invoice’s details and give you the option to either use the originally sold products to reverse the invoice or to use the write off account. Note that the write off account will not include sales tax. Choose an option and click OK.
- The invoice will now show up as reversed in the Customer Account invoice window.
- Click Close to finish.