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 data can be added or modified, and then also print it.

Case summary The person responsible at the Tecta company wants to reverse invoice number 23-3200-000026 to the end customer and automatically wants to create a new invoice and create a copy. This is done as follows: Selecting the POS Invoice to be Reversed Reversing the Invoice

1. Selecting the POS Invoice to be Reversed

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

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

The document number can be entered into the Search field. The list of invoices can also be narrowed down by specifying different criteria: Number, Fiscal number, Date or Date when the invoice was issued, etc.

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

2. Reversing the Invoice

After opening the desired receipt, the person responsible clicks the Reverse button. A drop-down menu is displayed which offers a selection of different options:

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

In this case, the person responsible selects Reverse, issueinvoice and prepare copy. A pop-up window with a warning message diplayed: 
Are you sure you want to reverse the document?

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

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

Also, the person responsible can choose between different forms of printout.
 

Hint For more information about creating a POS receipt, see the chapter Create new POS receipt.

With this step the process is successfully completed.

Related topics:  Create New POS Receipt  Reverse the Document  Partial Reverse  Print Document