In Attaché, once you have entered a customer invoice, it cannot be deleted or modified. This maintains the integrity and security of the system. If you have entered a customer invoice by mistake or need to correct any details (such as change the customer, the customer invoice date or other details), you need to reverse the customer invoice and re-enter it correctly. A customer invoice is reversed by entering a customer credit adjustment note and allocating it to the customer invoice.
Reverse a customer invoice
Choose Customers, Transactions, Credit Adjustment Notes, Create.
Enter the Customer and the Date of the customer invoice you wish to reverse.
If the system prompts you to read in an existing customer invoice, click Yes and select the required customer invoice, otherwise, in the body of the customer credit adjustment note, import the lines of the original customer invoice using Import F11.
Choose Finish Esc and Accept F9 to save the customer credit adjustment note and move to the next screen.
Locate the customer invoice and allocate it to the customer credit adjustment note using Auto line F8.
Choose Accept F9 to save the allocation and Close Esc to exit.
To check that the customer invoice has been correctly reversed choose Customers, Masterfiles, Customers, Enquire.
Enter the Customer Code and choose Transactions F5.
📌 Note: If you are reversing the Invoice because you entered a post-dated transaction you must reverse it using the same date.