Correction and reversal

A processed sales document isn't deleted, it's reversed. The reversed document stays as a record with status Reversed, and its effect on stock and the customer's balance is undone.

🔑Required permissions

Each document type has its own reverse permission (orders, shipments, invoices…). If the reversal covers several documents, the role must have permission for all of them.

Reversing a document

1. Open the document and click Reverse.
2. Before you confirm, the app shows every document that will be reversed. Documents made from the selected one are reversed together with it. For example, reversing a shipment also reverses the invoice made from it.
3. Choose how: Mark reversed, Return in draft or Delete.
4. Confirm.

Your choice applies only to the document you're reversing. Every other document in the chain is always marked reversed, so the trail is kept. That's why Delete is only possible when no other document is involved.

A document made from an order can't be returned to draft. Reverse it and make it again from the order.

Reversed quantities go back to the document they were made from, for example the order, and can be shipped or invoiced again.

When reversal is blocked

The app refuses a reversal, and says why, when the document:

• was sent to e-Faktura and isn't canceled there yet – cancel it in e-Faktura first;
• has an allocated payment – the allocation has to be moved or undone first;
• was fiscally printed, or is included in a closed daily finance report;
• is already reversed, or isn't closed or fully processed yet.

⇄Effect on stock and ledgers

• Stock from the shipments goes back into the warehouse.
• The receivable from the invoice is undone in the customer's balance and the ledgers.