Reversing an Invoice

To reverse an invoice, follow these steps:

  1. Locate the invoice in the Invoices module and click it to open the invoice drawer

  2. Enter the Reason for Reversal and then click "Save"

A reversal document will be created and automatically set to Ready for Posting status. If you have an integration with your finance system the reversal will be automatically booked.

Document Reverse permission is needed to have this option available


  • You cannot reverse an invoice of types:

    • Assembled

    • Pending

  • You cannot reverse invoices for voyages of status Closed

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