Revert an Invoice

An invoice can be reverted, even if it has journal entries.

When an invoice is reverted, a new invoice is created with the exact opposite values to the reverted invoice. A link is established between the reverted invoice and the new invoice to show their relationship. Journal entries are created to include a full reversal of the reverted invoice. No journal entries are created for the new invoice.

The new invoice cannot be recalculated, and no incremental invoice can be created for the new invoice because it is a special invoice used to revert another invoice.

If a first final invoice is reverted, a new provisional invoice can be created (if sufficient iterations are configured for provisional invoices).

This activity is applicable to all document types. Invoices can only be reverted if they are locked.

Security Note: You need the Allow invoice maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

1. Open the Invoice Explorer.
2. Find the invoice. See Find Invoices.
3. Right-click the invoice and select Revert this Invoice from the menu.

   Note: If the invoice is for a source despatch order, you can choose whether to also revert auto-created invoices for the target despatch order(s). See Despatch Order Data Links.

   The Sales Invoice, Credit Note, Purchase Invoice, Purchase Credit Note, Demurrage Invoice, Freight Invoice, Freight Commission Invoice, Freight Demurrage Invoice, Freight Demurrage Commission Invoice, Service Invoice or Service Demurrage Invoice. displays the new invoice, with a note to indicate that the invoice is reverting another invoice.

4. Click Lock to lock the new invoice. See Lock an Invoice or Invoices.

   On the Invoice Explorer, the reverted invoice has Reverted By Invoice updated with the new invoice name. The new invoice has Revert Of Invoice updated with the reverted invoice name.

5. Click Save.