Make reverse, create invoice and make a copy

By selecting this feature, the program will automatically create a new document with negative quantities and print it, and then prepare an unfinished copy of the original document where we can add or change existing data and then also print it.

Case summary The person responsible at the Tecta company wants to reverse the invoice number 23-3200-000026 to the end customer. They automatically want to create a new invoice and create a copy. They do this following the next steps: Choosing the POS invoice to be reversed Reversing of the invoice

1. Choosing the POS invoice to be reversed

The person responsible wants to cancel the retail invoice that it issued to the end customer.

For this purpose, he choose the Retail POS module and then the invoice list (click on three dots on the toolbar.).

He can enter the document number in the Search field or narrow down the list of invoices by specifying the criteria Number, Fiscal number, Date or Date when the invoice was issued etc.

In this case, they enter the invoice number: 23-3200-000026, which they want to cancel.

2. Reversal of the invoice

After opening the desired receipt, he clicks on the Reverse button. A drop-down menu is displayed from which they can choose among different options:

• Reverse, and issue invoice
• Reverse, issue invoice, and prepare copy
• Prepare reversal document
• Document reversal form – Full or partial​

In this case, they choose Reverse, issueinvoice and prepare copy after a pop-up window with a warning message diplayed: 
Are you sure you want to reverse the document?

After confirming the reversal by clicking on the Reverse button, the document is automatically opened in a PDF form.

In this case, on receipt number 23-3200-000026, we see link „Reversed with 23-3200-000027“.

Also, responsible person can choose between different various printout.
 

Hint You can read more about creating POS receipt in the Create new POS receipt chapter.

With this step the process was successfully completed.

Related topics:  Create new POS receipt  Reverse the document  Partial reverse  Print document