How to remove an invoice

In Swim you cannot delete invoices. If you make a mistake, you can find the invoice and click to open. Then edit any fields that are incorrect, or make the total of the invoice zero so that it has no effect in the system.

If you have already performed the post end of day, the invoice may not be able to be edited. In this case, you will need to create a new invoice with the exact same details but with a negative balance. To do this just follow the steps below:

1. Go to the Stock Menu.
2. Click on Enter Stock from Invoice and create a new invoice.
3. In the invoice field you can type in the invoice number plus 'reversal'.
4. In the amount fields, type in the exact same details with a negative in front.
   Example: If the original invoice was $100 in the reversal invoice you would type -$100.
5. The reversal invoice will then cancel out the original invoice.
6. If you already submitted payments to the original invoice then you will also need to make sure you submit payments to the reversal invoice so that the reversal records in your reconciliation.