About

If an invoice has been raised against a debtor account in error it must be reversed and re-posted correctly.  Reversing an invoice can be managed in two ways:

  1. Audit Trail
  2. Reverse through SiPOS

 

Procedure - Audit Trail

Invoices can be reversed in Audit Trail for the CURRENT SHIFT only.  Once End of Shift has been processed this functionality is no longer available.  Is a very useful tool to reverse the entire invoice in one transaction.  Only those Users with the appropriate level of access may use this feature.

  1. From the Sysnet Toolbar click on the Audit icon
  2. When Audit Trail is opened the current shift sales activity will be listed by default
  3. Locate the transaction in question using the relevant filters available e.g. Docket Number, Filter by Account or by Sale Total
  4. Highlight the transaction from the list and right click to select REVERSE TRANSACTION  
  5. A confirmation window will appear, select YES to continue or NO to abort
  6. The transaction will now be reversed and appear in the Audit Trail as a negative transaction with the same Docket number but a different TRANSACTION ID  

 

Procedure - SiPOS

This option can be used to reverse an invoice on any day, not only the day it was charged.  This is a good option for reversal as it will reverse the entire invoice and create a note against the invoice with the reversal information.

  1. From the Sysnet Toolbar click on the SiPOS icon
  2. Click on the ACCOUNTS dropdown menu and select PAY ACCOUNT INVOICE
  3. Type the name of the debtor or press <ALT + S> to search
  4. A list of unpaid invoices for the Debtor will appear  
  5. Locate and highlight the invoice to be reversed, then right click on it to select REVERSE INVOICE
  6. Select YES at the warning prompt to continue
  7. A reverse invoice comment window will appear, press <OK> to continue  
  8. A confirmation will appear when the invoice is reversed
  9. The reversal will show in the list as a separate invoice number along with comments