Create a Reversal (Credit Notes)

Sometimes you might need to Reverse an Invoice, typically because you originally invoiced for the incorrect value, or you want to give the client a credit on the Project. As the Invoice can no longer be amended, you need to issue a Reversal to your client. Interim style Invoices can only be Reversed using this method.

Please Note: Creating a Reversal using these steps will also create a new Interim style Billing Approval, to enable you to quickly produce a new Invoice for the correct amount.

To Reverse an Invoice:

1. Open the Project > Billing > Client Billing tab
2. In the Invoices and Credits table, click the ID of the Invoice
3. The Job Costings details will open on the right hand of the screen
4. Below the Job Costings table, click the Create Reversal button
   (Please Note: If you cannot see this button it is not possible to create a reversal on this Invoice**)
5. This will create a Reversal and a new Billing Approval
6. Open the Billing Approval and amend details to send to your client*

From here you can open and Print the Reversal to send to your client, and open the new Billing Approval, to make any required changes to the values of the line items to create a new, correct invoice for your client.

*Click the yellow pencil and paper icon next to the ID to edit any cover page information and process the Billing Approval as you would normally, including Cancelling the Billing Approval if you do not intend on producing a new Invoice.

**Reasons why the Create Reversal button may not be visible:

• User lacks /createinvoicereversal or /costjob permission
• Transaction has already been Reversed
• Transaction has partial credits
• No Invoice #
• Project is Sent To Accounts
• Transaction is not an Invoice or Deposit Invoice