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How to reverse a customer's invoice

Version: V5.3.0
Added on: 12/17/16
Difficulty:
Time: 15 min
Category: Quick Guides

Useful Terms

Customer Account     Invoice     Refund    

How to reverse a customer's invoice

  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: 12/16/2018
  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.
  14. Congratulations, you are done!

    Now you know how to reverse a customer's invoice and can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
How to issue a refund 09/17/14 15 mins This tutorial will give you knowledge how to issue a refund to a customer in cases when either there is no original transaction that you should be refunded or you only want to do a partial refund. For full transaction refunding tutorial, use How to void/refund a transaction tutorial.
How to add new billing 04/08/15 15 mins This tutorial will teach you how to create a new billing.
How to create a scheduled payment 04/28/16 15 mins In this tutorial we are going to learn how to create a scheduled payment for a customer.

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