How to reverse a customer's invoice

Version: V5.3.0
Added on: 12/17/16
Difficulty:

Time: 15 min
Category: Quick Guides

Customer Account Invoice Refund

Are you ready?

In this tutorial we are going to learn how to reverse a customer's invoice. When an invoice is reversed, a new credit transaction is created, decreasing a customer's debt. A claim can be reversed too, and in this case, a refund is created to decrease a debt of a customer.

We will use the following parameters:

Merchant: My First Merchant
Customer ID: 123456
Invoice create date: 12/22/2024
Log in to the system using your Username and Password and switch to the Management => Console Perspective.

Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
Select appropriate Merchant or Merchant Account in the top left section of the screen.
Click Customersbutton in the top section of the screen.
Choose List menu item from the list.
Locate Search groupbox
Enter 123456 into the Customer Codetextbox
Click Findbutton
Locate Customer Account List groupbox
Click View Customerbutton
Locate Account Transactions groupbox
Locate Create Date column and select an appropriate invoice.
Click Reversebutton to reverse the selected invoice.
Congratulations, you are done!

Now you know how to reverse a customer's invoice and can do this by yourself.

Name	Added On	Time Required	Description
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