Learn how to reverse or undo a payment made to an invoice in error.
- Select Invoices from the left menu, then open the invoice you wish to reverse. You can use the filters to find the invoice more easily.
- Select the Payments tab, then click on the payment transaction.
- Select Reverse at the bottom of the window.
- Enter a reason for reversing the invoice, then select Process. You must enter a reason before you can process the reversal.
What to expect after reversing a payment
When a payment is reversed, the invoice will revert to an Unpaid or Overdue status. When you open this invoice, the Payments tab will not show a record of the payment. However, if a Payment Detail PDF is generated, all payments and reversals will be included in the statement.
If you have Smokeball connected to MYOB or Xero, the payment record there will be removed if you reverse a payment in Smokeball.
If the payment was made from trust to office and your trust account has been reconciled for the month in which the payment was made, you will not be able to reverse it.