Negating & Copying Invoices

Navigation: From the Main Menu:

1. Select the Sales Entry button.
2. Select a customer from the list.
3. Check the Show Invoices & Quotes box.
4. The Copy/Negate button will appear.
   

Once a workorder has been invoiced, it is saved to the customers history and cannot be deleted. Instead of a refund, it will be negated. This means that another transaction is made will the opposite amounts of the original invoice, and the two transactions balance each other out.

Negate and Copy Invoice

Use this to change an existing invoice. It will:

• Create an invoice which is opposite of the original invoice, negating it.
• Copy the original invoice into a new workorder, which can be edited as desired.
  

Negate Invoice:

This will create a workorder which is the same as the selected invoice but with opposite quantities. Use this when a customer is returning everything on an invoice and you are refunding payment.

!Important: The negated workorder needs to be Invoiced to complete the Negate, so that you can tell the system how you are refunding the money. A common mistake is to Void the negated workorder, which undoes the Negate.

Copy Invoice Using Current Prices

This will create a workorder which duplicates the lines of the selected invoice, using current prices.

Copy Invoice with Original Prices

This will create a workorder which duplicates the lines of the selected invoice, using the same prices as the original invoice.

*If you are doing a negate for a customer who was charged on account you will have to apply the credit from the negate to the origional invoice in order for the balance to display correctly. You will do this in the customer payments section.