Creating a partial invoice reversal

Upon choosing Partial invoice reversal, the program automatically creates a new document with negative quantities and prints it. Then it prepares an unfinished copy of the original document. This feature makes it possible to arbitrarily select the desired items and their quantity for reversal on a document with several lines or to change the quantity on the line.

HINT You can read more about partial reversal in the Partial reversal chapter of the manual.

Now we will present an example of creating a partial reversed invoice.

CASE SUMMARY The person responsible wishes to create a partial reversed invoice. In the bar of the Tecta company, the cashier incorrectly charged the ordered drink. The person responsible partially reverses the invoice following the next steps: 1. Opening Invoice list 2. Choosing the invoice to be reversed 3. Partial reversal of invoice 4. Reviewing the created reverse invoice 5. Printing the reverse invoice 6. Linked documents

1. Opening Invoice list

The person responsible wishes to partial reverse an invoice issued in the bar of the Tecta company.

For this purpose, they open the Retail POS | Invoice list module.

A list of invoices open in the Summary overview tab.

HINT The person responsible can also choose a detailed overview of invoices. You can read more about this option in the Detailed overview of POS documents chapter.

They then continue by choosing the invoice they wish to reverse from the list.

2. Choosing the invoice to be reversed

The person responsible wants to reverse an invoice created on February 27, 2023 in the amount of EUR 14.00.

They click on the document number: 23-3210-000002.

A window with the created invoice opens.

The next step is reversal.

3. Partial reversal of invoice

In the toolbar of the window, they click on the Reverse button and choose Partial invoice reversal.

The Partial invoice reversal window opens (shown in the picture below).

Invoice number, Supplier, Date and Amount due fields are automatically filed. The information is copied from the original document.

By default, all lines are marked for reversal. In this case, the person responsible wants to cancel the line: JUICE - WATERMELON, so they uncheck all other lines..

HINT The person responsible may correct or lower the Quantity, but they cannot increase it.

At the bottom left, the Create a new document toggle is located. In this case, it is turned on (coloured) which means the program will create a new document.

HINT The toggle button is disabled (grey), if you are in an existing document and you want to add reversal lines onto this document. The first and the third person on both documents must agree. If not, the program issues the following warning: The first and third parties in the selected documents do not match.

The person responsible clicks on the Reverse button to continue.

4. Reviewing the created reverse invoice

A new window with the newly created reverse invoice automatically opens.

They wish to also print the reverse invoice.

5. Printing the reverse invoice

In order to print the document, the person responsible clicks on the Print button in the toolbar and chooses one of the following:

• A4 Print
• 80mm Print or
• 57mm Print.

In this case, they choose 80mm Print.

If the person responsible is interested in which original invoice the reverse is applied to, they can check general data.

6. Linked documents

They find the reverse invoice 23-3210-000003.

In the tab with General data, they will find the Connected tab where they can see the connection to the original invoice,

In this case, the reverse is applied to document 22-3210-000004 in the amount of EUR 12.00.