Reverse Debit Adjustment

If a debit adjustment was made in error, you can reverse it after it has been posted. After the posted debit adjustment has been invoiced, it can no longer be reversed. You can reverse a posted debit, as long as it has not invoiced.

Before posting, you can edit or delete a debit adjustment to address errors. Refer to Edit Debit Adjustment or Delete Debit Adjustment for more information.

Complete the following steps to reverse a debit adjustment:

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

Customer Summary Window
On the Account Details window, click the Adjustments tab, and complete one of the following actions:
1. For the adjustment you wish to reverse, click the icon in the Actions column.
  
  Adjustments Window - Reverse Icon
  
  NOTE: If you use the Avalara Communications Tax processor, the Recurring Services and One-Time Services tables will include a Tax Mode column showing how the service was configured for tax: Tax Exclusive, Tax Inclusive, or No Tax.
2. OR, select the debit adjustment from the list to open the Debit Adjustment Details window. Click the icon in the header panel, and select Reverse Debit Adjustment.
  
  Debit Adjustment Details window - Reverse Debit Adjustment Option
On the confirmation window, enter information in the required fields.

Confirmation Window

Required fields are marked with an asterisk.
- Reverse Reason* — Select the reason for creating a debit adjustment.
- Reverse Adjustment Note* — Enter a note about the adjustment reversal.
Click Yes to confirm the reversal.

The status of the adjustment changes to Reversed.

Debit Adjustment Status Reversed

Topic updated: 07/2024.