How to Reverse / Credit / Re-Bill an Invoice

Modified on Thu, 12 Sep at 1:21 PM

1. Open original invoice

2. Gear > File > Reverse Document (Credit) original invoice. This opens a new invoice which is the credit document.
3. Close/Invoice the credit document. This is the step that completes the reversal. Do not make changes to this document as this will prevent the credit from being applied. 
4. Gear > File > Reverse Document (Credit) this document. This will generate a third document number which is the new Open Document you can make any necessary changes to.


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