Cancel a Transfer to Accounts Receivable
Reversing an invoice previously transferred to Accounts Receivable in RMS.
Steps Required
- Go to Accounting > Quick Account Access in RMS.
- Select the Account View of 'A/R'.
- Enter the Account Number and choose 'Go To Account'.
- Right click the AR Transfer.
- Select 'Void Transaction'.
- Select a Void Reason and choose 'Void Transaction'.
Visual Guide
Go to Accounting > Quick Account Access in RMS.
Select the Account View of 'A/R'.
Enter the Account Number and choose 'Go To Account'.
Right click the AR Transfer and select 'Void Transaction'.
Select a Void Reason and choose 'Void Transaction'.
RMS will now cancel the Tax Invoice and void the A/R Transfer.
