Reverse an Invoice Payment

Learn how to reverse or undo a payment made to an invoice in error.

1. Open the matter in the Smokeball Web App, then select the Invoices tab.
   
2. Click on the invoice you wish to reverse a payment on. 
   
   • Tip: Filter invoices by Paid to identify them easily.
     
3. In the invoice, select the Payments tab, then select the payment listed.
   
4. Select Reverse at the bottom of the payment window.
   
5. Enter a reason for reversing the invoice, then select Process. You must enter a reason before you can process the reversal.
   
   

What to expect after reversing a payment

When a payment is reversed, the invoice will revert to an Unpaid or Overdue status. When you open this invoice, the Payments tab will not show a record of the payment. However, if a Payment Detail PDF is generated, all payments and reversals will be included in the statement.

If you have Smokeball connected to MYOB or Xero, the payment record there will be removed if you reverse a payment in Smokeball.

If the invoice was paid via a trust account and has been reconciled, you cannot reverse the payment directly in Smokeball. You will need to follow your internal process to handle any discrepancies or incorrect payments post-reconciliation. Typically, this may involve contacting your accountant or bookkeeper.