89 lines
6.2 KiB
HTML
89 lines
6.2 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Receipts">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Reverse a Receipt</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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font.hcp2 { font-weight:bold; }
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font.hcp3 { font-style:italic; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Reverse a Receipt</p>
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<p class="Help-Text"><a href="receipt1016.htm">Merchandise Returns</a> <span class="hcp1">|</span>  <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/navigation_find/basic_find_recpt.htm">Find a Receipt</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Saved receipts cannot be deleted and <a href="../qbpos_basic_procedures/basic_edit_documents.htm">editing of receipts</a> is restricted to certain informational fields. If information other than what can be edited needs to be corrected, you can reverse the receipt. Reversing a receipt corrects your sales history, inventory quantities, and customer records by creating an equal, but opposite, transaction.</p>
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<p class="Help-Text">This procedure is not recommended for processing routine <a href="receipt1016.htm">merchandise returns</a> from a customer.</p>
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<p class="Help-Info-Line">To reverse a receipt:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Find and display the receipt in your Sales History list.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">From the I Want To menu, click <span style="font-weight: bold;">R</span><font class="hcp2">everse</font>.</p>
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</li>
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</ol>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">If prompted, enter additional information. For some payment types (credit, debit) a message informs you that continuing will automatically result in credits back to the customer on their credit/debit account.</p>
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</li>
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</ol>
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<p class="Help-Indent">A reversing receipt is automatically created and added to the Sales History list, marked <font class="hcp3">Reversing</font> in the <font class="hcp2">Status</font> field (displayed in the Sales History list only). The original receipt will be marked <font class="hcp3">Reversed</font>.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Reversing creates a new receipt with the opposite effect of the original. It does this by creating a new receipt of the opposite type, in other words a sales receipt is reversed by creating an identical return receipt. Reversing a sales receipt adds the sold items back to inventory and reversing a return receipt deducts items from inventory.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can use a <font class="hcp3">Reverse, Copy, and Correct</font> approach to make a new receipt with the correct information. First, reverse the original, incorrect receipt as described here. Then, begin a new receipt by copying the original. Finally, make corrections to the copy and save as usual to record the new corrected receipt. <a href="receipt_copyandcorrect.htm">Learn more</a></p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><a href="receipt_reversenotes_paymentmethods.htm">Read</a> how reversing receipts of specific payment types is handled (e.g., credit card, debit, check, gift card, etc.).</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If integrated with QuickBooks Desktop financial software and if the original receipt has already been sent to QuickBooks Desktop, then the reversing receipt is also sent and posts in the normal manner. The new records and account entries created in QuickBooks Desktop cancel the effect of the original receipt. The original entries are not edited or removed. If the original receipt has not yet been sent, then both are flagged "Do Not Send" and there will be no entries made in your financial software for the transaction.</p>
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</li>
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</ul>
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<p class="Help-Heading-2">Pro Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Special considerations apply to reversing receipts at remote stores. <a href="../qbpos_multi_store/multistore_remote_correctingreceipts.htm">Learn more</a>.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If you delete an item from inventory, but then reverse a receipt that includes that item, Point of Sale recreates the item in inventory, so that quantity changes resulting from the reversal can be recorded. <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_inventory/inven_delitemsaddedback.htm');return false;">Learn more<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="receipt1016.htm">Merchandise returns and exchanges</a></p>
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<p class="Help-Main-Topic-Links"><a href="receipt1022.htm">Display a customer's purchase history</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_recpt.htm">Find a receipt</a></p>
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<p class="Help-Main-Topic-Links"><a href="receiptsoverview.htm">Sales overview</a></p>
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<script type="text/javascript" language="JavaScript1.2">
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//<![CDATA[
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if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
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FilePopupInit('a1');
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//]]>
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</script>
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</body>
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</html>
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