How to Reverse / Credit / Re-Bill an Invoice

Modified on Mon, 13 Nov 2023 at 11:52 AM

1. Open original invoice.


2. Click the Configure icon.


3. Click File > Reverse Document (Credit).


4. Click Yes. This will open a new Open Document which is the credit document.


5. Notice the new Open Document (the credit) has a different Document Number. Click Invoice to close this document.


6. Click Yes.


7. Confirm Invoice Date and click OK.


8. Click Yes.


9. Click OK.


10. Click the Configure icon.


11. Click File > Reverse Document (Credit) on the credit document. This will generate a third document number (the Re-Bill) and this is where you will make any necessary changes.


12. Click Yes.


13. Make any necessary changes to the document and click Invoice.


14. Click Yes.


15. Confirm Invoice Date and click OK.


16. Click Yes.


17. Click OK. This completes your Reversal and Re-Bill.


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