Incorrectly reverse a transaction

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jc022
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Incorrectly reverse a transaction

Hi there,

 

I did a mistaken record of a payment and I was intending to reverse that. But it seems I just incorrectly do the Reverse Transaction for that closed invoice, which resulted in credit applied to the customer. How can I fix it?

 

Thank for your help.

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jc022
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Re: Incorrectly reverse a transaction

Sorry, I did the Reverse Sale.

Komal_S
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Re: Incorrectly reverse a transaction

Hi @jc022 


If the original sale was created as an invoice and payment was directly applied to it, then please follow the given steps to fix the situation:

 

1) Untick "Transactions Can't be Changed. They must be reversed" under Setup>>Preferences>>Security.

2) Go to Sales Register>>Returns and Credits tab

3) Open the credit that was created as a result of reversing the sale.

4) Delete the credit note by going to Edit>>Delete sale or simply right-clicking on the credit note after it's opened.

 

After you have deleted the credit note, you should be left with the original sale and its payment which can be settled as you want. Please note that if you want to reverse the payment instead of deleting it, the preference for "Transactions can't be changed. They must be reversed" should be ticked again. 

 

Let me know if you have additional questions on this. 

Kind regards,
Komal

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jc022
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Re: Incorrectly reverse a transaction

Hi Komal,

I can not do the Delete sale, a window popped out saying "a sale with payment may not be deleted". I tried this before, intending to create a copy of original invoice and apply the payment. This did not work.

 

 

Komal_S
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Re: Incorrectly reverse a transaction

Hi @jc022 

 

If you're getting this error even when trying to delete the credit, please give us detailed steps of how the invoice was originally created and when payments/reversals were created? If the invoice was originally an order, let us know and attach screenshots involved in the process if possible. You're welcome to send this information by Private Message if it contains any sensitive information.

Kind regards,
Komal

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jc022
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Re: Incorrectly reverse a transaction

Hi Komal,

 

That is about an invoice. I closed the invoice by doing Recieve Payment and I found I incorrectly applied the payment to the invoice. I was intending to reverse the payment, but I follow the steps to reverse the sale

1) Tick "Transactions Can't be Changed. They must be reversed" under Setup>>Preferences>>Security.

2) Go to Sales Register>>All Sale tab

3) Open the invoice I incorrrectly applied the payment 

4) Reverse the Sale by going to Edit>>Revese sale 

 

When I followed your solution, the error popped out.

 

I wonder how to undo these.

Thanks.

Komal_S
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Accepted Solution Solved

Re: Incorrectly reverse a transaction

Hi @jc022 

 

Thanks for sending the screenshots through. I've responded to your private message regarding this. 

Kind regards,
Komal

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