Delete, Reverse, Undo a Committed Invoice

Fred Office Plus

User has accidentally committed an invoice and wants to reverse or delete it.

Can you reverse a committed invoice?

No

Can you delete a committed invoice?

No

Resolution

1. Once an invoice is committed it is set in stone and there is no way to reverse this. Instead the best method is to create a transfer out and transfer out the items. That way the items that were received will be removed from the system along with the allocated pricing recorded against them.
   
   Example below:
   Invoice 23423 was accidentally committed and needs to be reversed.
   
   
    
2. We click on Transfer out
   
   
    
3. Select New Transfer Out Invoice
   
   
   
   Here you can select a supplier from where you got the items from or you can create your own supplier.
   
   To create your own supplier, simply go to contacts > suppliers > new > Enter in a name such as "Corrections" > then click on Types tab > Tick the supplier box > select save and close > Now you can go back to the transfer out and select the new supplier you have created.
    
4. Select your supplier and in the invoice number put the same invoice number of the committed invoice and add an A or another letter on the end. Fred Office won't allow you to use the same number.
   
   In the example below: I have selected 'Corrections' and in the invoice name put in 23423A. 
   
   
5. Click ok and continue. When the prompt comes up to create a new transfer out, select yes.
   
   
6. You should now have a blank transfer screen. Add in the items that were committed to this invoice.
   
   In the example I am adding back in the item that was accidentally committed with the exact same quantity i received.
   
   
    
7. Commit the Invoice when all items are correct. Upon committing, the received amount will now be removed from the system. 

Related Links

Invoicing (fred.com.au)