- In Records, Invoices, open the invoice record.
- Select File, Delete from the menu bar or from the Activity tab of the client's record, highlight the invoice, right-click and select Delete.
- Click Yes to the message Are you sure you want to delete this invoice?
- Enter the appropriate reversal date and click OK.
To reverse the invoice or specific line items as a sales return:
- In Records, Invoices, open the invoice record.
- Select Transaction, Reverse Entire Invoice from the menu bar to reverse the invoice.
- To reverse part of the invoice select Transaction, Reverse Portion of Invoice from the menu bar.
- The appropriate document is created. If reversing part of the invoice, edit the newly created return and click Save and Close.