Reverse an open invoice back to a sales order

Experienced Cover User
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Experienced Cover User
Experienced Cover User

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Reverse an open invoice back to a sales order

HI,

 

Converted a sales order to an open invoice, and was then told that not all of the sales order had been completed. So now need to reverse that back to a sales order.

 

Doing the below, i have no reverse button........ anywhere.

 

To reverse a transaction

Find and open the transaction you want to reverse. Need help finding a transaction?

Go to the Edit menu and choose Reverse [...]. For example, if you want to reverse a sale, choose Reverse Sale. ...

If you want, alter the date and memo. ...Click Record to record the reversal transaction.

3 REPLIES 3
MYOB Moderator
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MYOB Moderator
New Zealand
MYOB Moderator

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Re: Reverse an open invoice back to a sales order

Hi @SDHBVUKBV 

 

Have you enabled Setup>>Preferences>>Security - Transactions Can't be Changed; They Must be Reversed? This would need to be able enabled to reverse a transaction.

 

Also, it should be pointed out that reversing the invoice transaction will generate a credit note, not revert that back to a sales order. You would be looking to apply that credit note to the invoice, which would take you back to square one where you can record that order/invoice again. Our Help Article: Settling customer credits offers information in applying that credit.

 

Kind regards,
Steven

MYOB Community Support

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Experienced Cover User
59 Posts
Experienced Cover User
Experienced Cover User

59Posts

43Kudos

0Solutions

Re: Reverse an open invoice back to a sales order

Hi,

 

If the invoice hasnt been paid, then how can there be a credt note?

 

Will have a look at the settings and see what happens.

 

Thanks

MYOB Moderator
38,743 Posts
MYOB Moderator
New Zealand
MYOB Moderator

38,743Posts

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5,696Solutions

Re: Reverse an open invoice back to a sales order

Hi @SDHBVUKBV 

 

Reversing an invoice will create a negative invoice or credit note within the software. This can then be processed back to the invoice to close it out and therefore take you back to square one. 


The other option would be to delete the invoice, rather than reverse it. Although, if it does have payments applied to it when it was an order stage it would not be possible to delete that invoice.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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