Reversing Customer Invoices

Marlin enables customer invoices to be reversed using credit notes.

Credit notes replicate the original job and customer details with reversed values.

The credit can then be allocated against the original invoice using a zero-value customer payment.

Reversing Customer Invoices

Daily Activity > Customer Orders

Entire customer invoices can be easily reversed by selecting the relevant order from the Customer Orders Search list and clicking the Clone button at the top-right of the Customer Orders window.

Tip — By default the customer order list will display only open customer orders. To view completed orders, change the filter dropdown to the top right from Current to Closed.

The Select Customer Order Type pop-up window will open showing a list of customer order types that can be created.

Select Credit Note and click on the Select button at the bottom right of the pop-up window.

A credit note with the same customer and job information, but reversed detail values of the original customer order will automatically be created.

Click on the Information tab at the top of the module window.

At the bottom of the Order Information section on the left, use the Credit Note Reason picker to select a reason for crediting the customer.

Note — Credit Note Reasons can be edited by selecting System > Text Lists > Lookup Lists from the menu bar and opening Credit Note Reason from the Lookup List Search list.

The Order Details tab can then be used to add items and other details to the credit notes using the same process for customer orders.

Once credited, the credit note can then be allocated against the original invoice by putting through a zero-value customer payment.