Reversing and creating an invoice

This feature provides a quick and easy way or creating reverse invoices and reversal of all or parts of lines of existing documents.

HINT You can read more about reversing and creating reversal invoices in the POS invoice reverse chapter.

In this chapter, we will introduce you to the feature of simultaneous reversal and creation of an invoice.

CASE SUMMARY The cashier at the Tecta bar wants to reverse invoice number 22-3210-000008, as the customer refused the coffee. They do this following the next steps: Choosing the invoice to be reversed Reversing the chosen POS invoice Reviewing the linked invoice Printing the reverse invoice

1. Choosing the invoice to be reversed

In order to reverse a POS invoice for the end customer, the person responsible chooses the Retail POS | Invoice list module.

They choose the invoice they wish to reverse from the list (22-3210-000008) and open it by clicking on the number.

2. Reversing the chosen POS invoice

In order to reverse the POS invoice, they click on the Reverse button in the opened, already existing invoice.

A drop-down list opens from which they can choose among different options of reversal:

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

In this case, they choose the Reverse and create invoice option. A 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 by clicking on the Reverse button, the issued invoice is automatically duplicated. The quantity on the other document is then preceded by a minus.

We see a new 22-3210-000009 document, in the amount of EUR -2.50, created.

3. Reviewing the linked invoice

The original document, on the basis fo which the reversal document was made, is visible in the Connected tab located in the right panel, next to the General tab.

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

4. Printing the reverse invoice

Printing the document will tax the document and at the same time increase the stock at the selected warehouse by quantity and value on the document. Also, the document will be assigned data of ZOI, EOR and fiscal account number.

For this purpose, the person responsible click on the Payment button on the newly created 22-3210-000009 document.

In the pop-up window they choose they payment method and click on the Print button to print the invoice.