How to Easily Correct an AR Invoice with Acumatica

Have you ever found yourself wanting to reverse an incorrectly released AR invoice? Acumatica gives you the tool to do that. There are just a couple of simple steps required for updating an incorrect invoice. The screen shots and brief description below will walk you through them.

  1. Pull up the invoice to be corrected into the Invoice and Memos screen.
  2. Click on Actionsand then on Reverse. The system will automatically create a Credit Memo.
  3. Using the Application tab, you can now match the credit memo to the original invoice and close both documents.

 

There, now isn’t that a timesaver?

This tool is also applicable to GL Journal Transactions as well as AP Bills and Adjustments.

 

By Crestwood Associates

 

 

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Show Buttons
Hide Buttons