How to reverse a customer's invoice

Customer Account     Invoice     Refund    

1. Are you ready?
   
   In this tutorial we are going to learn how to reverse a customer's invoice. When an invoice is reversed, a new credit transaction is created, decreasing a customer's debt. A claim can be reversed too, and in this case, a refund is created to decrease a debt of a customer.
   
   We will use the following parameters:
   

   Merchant: My First Merchant
   Customer ID: 123456
   Invoice create date: 04/26/2024
   
2. Log in to the system using your Username and Password and switch to the Management => Console Perspective.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
4. Click   Customersbutton in the top section of the screen.
5. Choose   List  menu item   from the list.
6. Locate   Search  groupbox
7. Enter 123456 into the Customer Codetextbox
8. Click   Findbutton
9. Locate   Customer Account List  groupbox
10. Click   View Customerbutton
11. Locate   Account Transactions  groupbox
12. Locate   Create Date  column and select an appropriate invoice.
13. Click   Reversebutton to reverse the selected invoice.

    screenshot
14. Congratulations, you are done!
    
    Now you know how to reverse a customer's invoice and can do this by yourself.

Console perspective   Recurring billing   Customer