Someone accidently invoiced an order twice. Not sure how they did that. If the invoice has not been posted what is the best way to get rid of this. Can we just zero it out? If posted I am guessing they will need to do a GL entry to reverse the costs?
thanks Kim
Kim, if the invoice is posted you can delete.
If the invoice is posted, you can use the cancellation invoice function.
Ok, great I didn’t even know there was a function called that. Is it separate menu item or is it under and action menu
thanks Kim
It’s on the Actions Menu within AR Invoice Entry. It essentially creates a credit memo, applied the CM to the original invoice in one step. If this was a shipment, the shipment is available to be invoiced again through the get shipments function in invoice entry. It’s also an easy way to fix a pack slip without using RMA.
Create Cancellation Invoice
Use the Create Cancellation Invoice command from the Action menu of AR Invoice Entry to directly cancel a posted invoice. The result is a credit memo created against the invoice selected for cancellation. All previous invoice lines and detail information are copied into the credit memo. Invoice cancellation effectively voids the original invoice.