Reversing Invoices

If you make an error on a customer’s invoice, you can reverse it. Then you can automatically create a new work order with the same items and quantities if needed.

Note: Invoices that included deposits need to reversed manually with a return. Invoices for transfer sales cannot be reversed. For more information, see Processing Returns and Trade-Ins, Transferring Inventory.

To reverse an invoice

1. Click Invoicing. The Open Work Order List appears.

2. Click Rev. Invoice. The following message appears: “Would you like to look up a customer’s invoice to reverse?”

3. Click Yes. The Name Lookup/Entry screen appears.

4. Look up the customer whose invoice you want to reverse. The Customer Maintenance screen appears. For more information, see Looking Up a Customer.

5. Click the Ledger/History tab.

Note: If the AR Ledger view is selected, the invoice you need to reverse might not be visible. Select the History view instead.

6. Select the invoice you want to reverse and click Reverse. A confirmation message appears.

7. Click Yes. The following message appears: “Would you like to create a new work order that is a duplicate of the reversed invoice?”

Note: If any sales tax rates affecting the invoice have changed in the time since the original sale, you will not be allowed to reverse the invoice. In this scenario, create an invoice with negative quantities. Then make journal entries to account for the difference in the amount of sales tax collected.

8. If you want to create a duplicate work order, click Yes. TireMaster reverses the current invoice and creates a work order with the same items and quantities. If you don’t want to duplicate the work order, click No instead. Regardless of whether you click Yes or No, all previous charges are reversed in the general ledger.

Note: Reversed invoices remain in the customer’s historical subledger.