Reversing a wholesale invoice
The Reverse feature is located in the Wholesale and services module. The wizard enables a quick and easy reversal of wholesale invoices. The reversal feature is useful in cases of incorrect data, cancellation of certain purchases etc.
This chapter shows how to reverse a wholesale invoice, using the wizard.
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CASE SUMMARY
The person responsible issued invoice 22-3000-000012 to customer Intersport d.o.o. for the value of 3.635,60 EUR. When the invoice was printed, the person responsible realized there was a mistake - the invoice should have been issued to the customer Intersport Koper d.o.o. To reverse the invoice, the person responsible follows these steps:
- Opening the Invoice list window
- Selecting the invoice to reverse
- Selecting the relevant option in Wizards
- Reversing the invoice
- Opening the reversed document
- Linked documents
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1 Opening the Invoice list window
In the main menu, the person responsible selects the Wholesale and services module and Invoice list submodule.
A list of all wholesale invoices automatically opens. On the list, the person responsible finds the invoice to reverse.
2 Selecting the invoice to reverse
Into the Search field, the person responsible enters the document number: 22-3000-000012.
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HINT
In the Search field, you can search by criteria listed below in columns, Number, Customer, Price excl. VAT, Price incl. VAT, Invoice date, Due date, Order and Packing slip.
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The person responsible selects invoice number 22-3000-000012 to be reversed because of a mistake.
The person responsible clicks the invoice number and the document opens.
3 Selecting the relevant option in Wizards
The person responsible selects the Wizards button in the toolbar. A drop-down list appears, where the person responsible chooses among the following features:
In this case, the person responsible selects the Reverse option.
Next, the person responsible fills in the window.
4 Reversing the invoice
The Partial invoice reversal window opens, as shown in the picture below.
The fields in the window header are populated with data from the issued invoice.
In this case, the document lines contain multiple items. The person responsible wants to reverse the entire invoice.
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HINT
If you want to reverse just one line or several specific lines, untick the other lines.
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The window footer contains the toggle buttons:
- Create new document
- Delete links with order
- Overwrite linked document 1
- Overwrite linked document 2
The person responsible enables the Create new document toggle button to create a reversed document and print it.
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HINT
When the toggle button is enabled, it turns orange.
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Next, the person responsible clicks the Reverse button.
5 Opening the reversed document
Automatically, the program opens a new reversed document with document type: 3X00 - Credit note and a negative amount.
All the general and other data that was entered when the invoice was received, are copied into the new document. The person responsible can change, correct, or even erase the document.
6 Linked documents
The original document that created the reversed document can be found in the Connected tab.
The person responsible can go back to the original document by clicking the document number, which opens the document.