Copy and Reverse an Individual Invoice in AR (Legacy)

Step 1: Click on Service Accounts

Step 2: Enter the customer’s account number or you may search by (Street/Block), (Name), (SSN) or (D.L#)

Step 3: Click on the account

Step 4: Select Invoices

Right click the invoice to copy and select “Copy Invoice”.

You can also simply left click the invoice to go directly to the inquiry screen and then select “Copy Invoice” from the tabs at the top.

Fill in the necessary information for the new invoice and click “OK” to create a new invoice with the same details. Invoice Type should normally be “One Time”.

The work with Invoice Details screen for the new invoice is displayed. Make any necessary changes to the new invoice.

Reversing an Invoice

Note: To reverse an invoice, a new invoice is created using opposite amounts.

Step 1: Click on Service Accounts

Step 2: Enter the customer’s account number or you may search by (Street/Block), (Name), (SSN) or (D.L#)

Step 3: Click on the account

Step 4: Select Invoices

From the Work with Invoices screen, right click the invoice to reverse and select “Reverse Invoice”.

You can also simply left click the invoice to go directly to the inquiry screen and then select “Reverse Invoice” from the tabs at the top.

Fill in the necessary information for the new invoice and click “OK” to create a new invoice with the same details but opposite amounts. Invoice Type should normally be “One Time”.

The work with Invoice Details screen for the new invoice is displayed. Make any necessary changes to the new invoice.

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