SALES ORDERS - Credit / Reverse

How to credit or reverse a Sale in history

Create a Credit Invoice in one of 2 ways:

1. Add New Credit Sales Order Manually
   • from the Sales Order List window click New
   • continue to enter information as described  in Sales Orders - Add Manually, entering quantities as negatives
2. Credit from a Sales History invoice
   • locate the original invoice in Sales History in one of 5 ways:
     • Sales History Module
     • Sales Text Menu
     • Accounts Receivable > View Invoice
     • Customer > Sales History tab
     • Inventory > Sales History tab
     • General Ledger Transaction > View Source
   • select the transaction and click View
   • from view click on Reverse
   • the newly created order in Sales Order will open for you to make any necessary changes
   • Invoice to post to Accounts Receivable / General Ledger