Navigate to Reports, and then click on “Open
Invoices Report". You’ll now see a list of everyone who has
- Click on the name of the person who’s balances you
want to return to 0.
- Click on ‘View Account” and then ‘View
- Click on the invoice you want to reverse.
- Click ‘Cancel invoice’ and select ‘Confirm’
- If there is another invoice you want to reverse, click on the invoice,
Cancel invoice again and then confirm.
- After you’ve cancelled all the invoices, click on ‘Back
to billing account’
- Now click ‘View All Activity’
- Click the ‘Reverse’ button next to the relevant
invoice and then ‘Confirm’.
- Repeat for all you want to reverse.
- Now click ‘Go back’
- If you reversed all invoices, the current
balance for this particular individual should show “$0.00”. If you
reversed only certain invoices, the current balance should now reflect these
- Return to the Open Invoices Report and locate the
next person whose invoices you wish to