Reversing, creating an invoice and 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.

HINT You can read more about reversing, creating a new reversed invoice and creating a copy in the Reversing, creating an invoice and a copy chapter.

In this chapter, we will present the reversing, creating an invoice and a copy feature.

CASE SUMMARY The cashier in the bar of the Tecta company wants to cancel the invoice number 22-3210-000010 of 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 the chosen invoice Reviewing the linked invoice Printing the reverse invoice Copying the invoice

1. Choosing the POS invoice to be reversed

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

For this purpose, they choose the Retail POS module and then the Invoice list submodule.

They can enter the document number in the Search field or narrow down the list of invoices by specifying the criteria Type of document, Currency or specify the period when the invoice was issued.

In this case, they enter the invoice number: 22-3210-000010, which which they want to cancel.

By clicking on the number of the document, it will open.

2. Reversal of the invoice

In the opened, already existing invoice they click on the Reverse button. A drop-down menu is displayed from which they can choose among different options:

• Reverse and create invoice
• Reverse, create and invoice and a copy
• Partial invoice reversal

In this case, they choose Reverse, create invoice and copy after which a pop-up window with a warning message: Do you really want to reverse the invoice? opens.

In this part of the process, they can still cancel the process and click on the Cancel button in the upper right corner of the pop-up window.

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

The copy of the document as well.