NavigateERP for African business

How do I reverse a transaction?

Posted documents are never deleted - they are reversed, so the history stays.

Steps

  1. Sales invoice: issue a credit note for it.
  2. Customer receipt: open it and click Void (give the reason).
  3. Supplier invoice: post a supplier credit note.
  4. Supplier payment: open it and click Void payment.
  5. Journal entry: open it and click Reverse.

Good to know

  • A void or reversal posts the opposite entry; both stay in the history.