Acquisitions > Reverse Payment of Invoice Wizard

Reverse Payment of Invoice Wizard

Use the Reverse Payment of Invoice wizard to locate a paid invoice or invoice line, display the invoice/invoice line, and reverse the payment. It is possible to “unpay” all invoice lines at once, or select individual invoice lines for reverse payment. You may edit invoice and invoice line extended information using this wizard.

To reverse payment of an invoice or invoice lines

In the Invoice Search step, identify the invoice for which you want to reverse payment.

Note: Search by check number to go directly to the paid invoice.

A table of invoices (or invoice lines, if searched by check number) meeting your search criteria appears. Select an invoice (invoice line) and click Reverse Payment.

View information on the following tabs, and verify this is the invoice you want to “unpay.”

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Invoice Tab

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Invoice Lines Tab

On the Invoice tab, use the Modify Invoice Extended Info Helper to edit extended information, if needed.

On the Invoice Lines tab, only paid invoice lines will appear. Use the following tools to display detailed invoice line and linked orderline information.

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Display Bibliographic Description tool (Display Bibliographic Description Helper)

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Display Order Tools

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Display Invoiceline Tool

You can select individual invoice lines for reverse payment, or select the Select All check box to reverse pay all invoice lines.

Click Reverse Payment, and a confirmation dialog box indicates the payment has been cancelled, the total amount reversed, and any error messages.

After reversing an invoice payment, you can click one of the following options.

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New Search to search a new invoice

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Review this Invoice to review the current invoice

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Close to exit the wizard

Important Considerations When Using this Wizard

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If the Reverse Payment of Invoice wizard is configured to display a warning message when the difference between the amount invoiced for an item and the discounted price of the item (from the orderline of the displayed invoice) exceeds the threshold set in the Session Settings wizard, the following message displays. “WARNING: The difference between order price and invoice price exceeds the threshold.”

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If the Reverse Payment of Invoice wizard is configured to display a warning message when the total quantity invoiced is greater than the quantity received on the orderline of the displayed invoice, the following message displays. “WARNING: The quantity invoiced is greater than the quantity received.”

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The wizard properties and/or invoice search window can be configured to display a warning message during an invoice search if the invoice being looked up has invoice line validation amount errors, quantity errors, or both. The warning message window can include multiple warnings, depending on how many invoice lines do not pass validation and for what reason(s). The Display Invoiceline tool is available in the warning message window for you to view a specific invoice line that did not pass validation. If the invalid invoice line is linked to an order, the Display Orderline tool is available for you to view the orderline.