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Reverse an AR Invoice

Owned by Kyle Niekamp
Last updated: 06 22, 2022 by Claire Aleman

Overview:

The Reverse an AR Invoice window allows you to reverse (void) manual entered invoices for a given customer and job combination. The Reverse a System Generated invoice should be utilized for reversing/voiding all invoices that were calculated in PENTA. When you reverse an invoice, PENTA marks the invoice as voided, making the Invoice Number available for replacement, and posts the proper accounting entries to debit sales and credit accounts receivable.

Benefits:

  • Ability to quickly back out the invoice from the AR Aging and reverse the accounting entries\
  • Security can restrict who has access to this process

Roles:

  • Accounts Receivable Manager
  • Billing Clerk

Additional Content

Location:

  • Billing & Accounts Receivable > Credit Memos / Reversals > Reverse an AR Invoice

Video:

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