How to reverse a sales invoice

The invoicing process will not always proceed without problems. For example, a customer may want a credit invoice because a product is damaged. Or a customer in another EU country has received an invoice with VAT, while there should have been no VAT. With crediting and reversing, MKG offers the possibility to resolve these issues from the order.

Creating a reversal invoice means a complete counter-booking of a previously created invoice on which something went wrong. The order status is thus reset. Reversing is an action that you perform at the level of the sales invoice header. It is therefore not possible to reverse an invoice line. Follow the steps below to create a reversal invoice.

Step 1: Open the sales invoice

Search and select the sales invoice you want to reverse on the module homepage. The sales invoice opens.

Step 2: Reverse the invoice

Click on Reverse

Step 3: Check the reversal invoice

The Reversal Invoice appears, which you can print if desired. In the header, a '-1' now appears after the invoice number, and you see the text REVERSAL. All quantities and amounts are negative and are thus completely counter-booked. The sales invoice is reversed.