Reversing advertising invoices

Reversing an advertising invoice generates a credit memo order, reversing all line items in the invoice. If the invoice has already been paid, an open credit is applied to the bill-to contact's account.

Note: The option to reverse the invoice is not available for advertising invoices associated with unposted media orders. Post the order to reverse the invoice. Once you reverse the invoice, you cannot unpost the media order. For more information, see Posting and unposting orders.

Do the following to reverse an advertising invoice:

  1. Go to Finance > Invoices.
  2. Locate the invoice using the available search filters, then select the Invoice Number.
  3. Click Adjust Invoice.
  4. The only available Adjustment type is Reverse the invoice.
  5. The Transaction date field will automatically populate to the current date. This date can be changed to any date between or equal to the original invoice date and the current date.
  6. Enter a Reason for reversal.
  7. Click Submit.
  8. If reversing the invoice results in an open credit on the contact's account (invoice was paid or partially paid) and a refund is required, see Refunding payments.