Before you start: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Step 1: Go to the matter in which you issued the invoice to be reversed.
Step 2: Click on the "Reports" tab.
Step 3: Select the "Financial summary" tile.
Step 4: Select the invoice to be reversed and click on the "Reverse transaction" chevron icon.
Results:
The original invoice is NOT affected
A new negative invoice reversal transaction is created in the financial summary.
It uses the same number as the original invoice with -R
A new equivalent accounting transaction is created, affecting the same GL accounts as the original invoice but with the opposite accounting impact.
It also displays an -R
This operation is always carried out on the current date
Work in progress ARE reactivated in the matter according to their original assignment and can be billed again
Note - No document is generated when an invoice is reversed. The original invoice .pdf document is annotated with the same -R as the transactions. *(A watermark displaying the words "Cancelled on dd-MM-yyyy" will soon be available)
