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How do I reverse an up-front payment (A/R Down Payment Invoice)

Summary

Occasionally A/R Down payment invoice will need to be reversed. Below are the details on how to perform the reversal.

How - To

To reverse out an A/R Down Payment Invoice you will need to choose Copy To on the A/R Down Payment invoice and then choose A/R Credit Memo.  Ensure the new document is listing the full amount to credit. Also, make sure that the dates on the A/R Credit Memo are the same as the A/R Down Payment Invoice so that it is reversed out on the same date.

 

Version 4.5.1.0

 

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    Fort Point Standard Support User

    When I look at an A/R Down Payment Invoice that has a payment applied, there is no option to copy to another document. The payment was received to hold a contract date which was then cancelled. How do I refund the payment at this point?