User may need to cancel the posted sales invoice if the shipment is incorrect, or the charges is needed to revise after the invoice is posted.
Follow the steps below for cancel the posted sales invoice.
Step-by-step guide
1) Go to Posted Sales Invoice to find the invoice it needs to cancel
NOTE: in posted sales invoice page, user can use Order number or external document no to find the invoice it needs to cancel
In this case example, invoice SI000004 / SO000009 is needed to cancel
2) Open the posted sales invoice, select action button Correct => Cancel
Click Yes to confirm cancel the invoice
3) Document "Credit Memo" it uses for reversing the posted sales invoice is created by system automatically.
User can click No for complete the action.
NOTE: Click Yes for open the Credit Memo for preview.
4) Back to the sales order, Quantity Shipped and Quantity Invoiced reset by system. **ONLY FOR THE SALES ORDER IS NOT FULLY POSTED
If the sales order fully posted and the sales order deleted by system, please see step 5 for create new sales order for correct the information.
User can Reopen the sales order then correct the information, for example ship the item again, revise the charges etc
After revised, post the sales order again.
5) To create sales order by copy from the archived Go to sales order then click new
6) Select Prepare => Copy Document
7) Select the sales order for copy
(1) Select Document Type = Arch. Order
(2) click on the assistant button the select the sales order or enter the order number into document no. directly
(3) select Include Header then click OK
8) Edit the information in the sales order then post shipment and invoice after correcting the information.