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How to Reverse the Billing of an Item on an Invoice

This lesson will show you how to reverse the billing of an item.

Clients

Clients

Click on the Clients link

Choose Client

Choose Client

1. Search for your client

2. Click on client's First or Last name

Billing

Billing

1. Click on Billing.

2. Click on Payments.

3. Click the pencil icon to the far right, under the edit column of the invoice you wish to void.

Invoice

Invoice

Click the U-Turn icon to the left of the billing item.

See How to Reverse the Billing of an Item | See How to Reverse the Billing of an Item in the Shopping Cart

Confirm Item Reversal

Confirm Item Reversal

1. Enter your reason for reversing the billing item.

2. (optional) You can choose to change the revenue date of the reversal.

  • Today's Date - The current day's date.
  • Original Billed Date - This is the date of when the revenue was originally created.
  • Custom Date - Enter your own date.

3. Click on Submit.

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