Permissions needed: Invoices Edit
You may want to reverse a deposit, so that it can be refunded or credited to the account.
Access Your Invoice
- Go to the account, then click the Financials tab
- Go to the event details page, then click the Financials tab, and click the Invoices subtab.
Reverse a Deposit
- Click the deposit invoice you want to reverse.
- Click the edit pencil icon to open the Edit Invoice slider.
The edit pencil icon is not displayed if the invoice is marked as sent. To open the Edit Invoice slider, you must first
- Click the more_vert 3-dot more menu.
- Click Change Status to 'Not Sent'.
- Select Reverse Deposit.
- Click Save.
You now have the options to Create Credit or Create Refund.